2025-07-29
Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors to Tesla. This is a big deal for Samsung and also a win for Amercia's reshoring efforts. Here's why🧵
Bloomberg
Samsung unveils a $16.5B chip deal with Tesla that runs through the end of 2033; Elon Musk says the deal is to make Tesla's next-gen AI6 chips in Taylor, Texas
Bloomberg :
In semiconductor manufacturing Taiwan Semiconductor Manufacturing Co (TSMC) holds a huge market share. Samsung is a very distant 2nd. Samsung for years has been trying to boost its own chipmaking business known as foundry. But these huge contracts have been rare
Bloomberg
Samsung unveils a $16.5B chip deal with Tesla that runs through the end of 2033; Elon Musk says the deal is to make Tesla's next-gen AI6 chips in Taylor, Texas
Bloomberg :
2025-07-28
Samsung Electronics has entered into a $16.5 billion contract for supplying semiconductors to Tesla. This is a big deal for Samsung and also a win for Amercia's reshoring efforts. Here's why🧵
Bloomberg
Samsung unveils a $16.5B chip deal with Tesla that runs through the end of 2033; Elon Musk says the deal is to make Tesla's next-gen AI6 chips in Taylor, Texas
Samsung Electronics Co. will produce AI semiconductors for Tesla Inc. in a new $16.5 billion pact that marks a win for its underperforming foundry division.
In semiconductor manufacturing Taiwan Semiconductor Manufacturing Co (TSMC) holds a huge market share. Samsung is a very distant 2nd. Samsung for years has been trying to boost its own chipmaking business known as foundry. But these huge contracts have been rare
Bloomberg
Samsung unveils a $16.5B chip deal with Tesla that runs through the end of 2033; Elon Musk says the deal is to make Tesla's next-gen AI6 chips in Taylor, Texas
Samsung Electronics Co. will produce AI semiconductors for Tesla Inc. in a new $16.5 billion pact that marks a win for its underperforming foundry division.
2025-05-16
“I had a little problem with Tim Cook yesterday,” Trump said. “I said to him, 'my friend, I treated you very good. You're coming here with $500 billion, but now I hear you're building all over India.' I don't want you building in India.” $AAPL https://www.cnbc.com/...
Bloomberg
President Trump says he told Tim Cook that “I don't want you building in India”, “India can take care of themselves”, and Apple will be “upping” US production
what Apple can to do to appease Trump Adrija Chatterjee / Moneycontrol : India's value for money makes it a natural pick for the likes of Apple, says govt official Shouvik Das / Li...
2025-05-15
“I had a little problem with Tim Cook yesterday,” Trump said. “I said to him, 'my friend, I treated you very good. You're coming here with $500 billion, but now I hear you're building all over India.' I don't want you building in India.” $AAPL https://www.cnbc.com/...
Bloomberg
President Trump says he told Tim Cook that “I don't want you building in India”, “India can take care of themselves”, and Apple will be “upping” US production
President Donald Trump said India has made an offer to drop tariffs on US goods …
2025-01-29
ASML is one of the most important tech companies right now. I spoke to its CEO today in a wide-ranging interview talking about: - DeepSeek and impact on AI infrastructure spending - China and geopolitics - China's chip progress Full interview: https://www.cnbc.com/...
CNBC
ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024
Dutch semiconductor giant ASML on Wednesday reported a big jump in fourth-quarter net bookings …
ASML is one of the most important tech companies right now. I spoke to its CEO today in a wide-ranging interview talking about: - DeepSeek and impact on AI infrastructure spending - China and geopolitics - China's chip progress Full interview: https://www.cnbc.com/...
CNBC
ASML CEO Christophe Fouquet says cheaper AI “could mean more applications” and “more demand over time”, and “cost and energy” are the big issues to address
not less r/AMD_Stock : ASML expects new low-cost models like the one rolled out by China's DeepSeek to lead to more rather than less demand for AI chips, CEO Christophe Fouquet tol...
2023-10-06
Amazon and Microsoft's cloud dominance referred for UK competition probe. UK regulators continuing on the front foot against U.S. big tech firms. I believe they probably have one eye on the AI market and are concerned about $AMZN + $MSFT dominance there https://www.cnbc.com/...
The Verge
The CMA opens an investigation into the supply of public cloud infrastructure services in the UK with the deadline of April 4, 2025, following Ofcom's referral
Following its probe into the UK cloud services market, Ofcom has referred the matter to the CMA …
Amazon and Microsoft's cloud dominance referred for UK competition probe. UK regulators continuing on the front foot against U.S. big tech firms. I believe they probably have one eye on the AI market and are concerned about $AMZN + $MSFT dominance there https://www.cnbc.com/...
CNBC
Ofcom finds that “hyperscalers” like AWS and Microsoft Azure are limiting competition in the UK's cloud market by making it difficult for businesses to switch
2023-10-05
Amazon and Microsoft's cloud dominance referred for UK competition probe. UK regulators continuing on the front foot against U.S. big tech firms. I believe they probably have one eye on the AI market and are concerned about $AMZN + $MSFT dominance there https://www.cnbc.com/...
CNBC
The Ofcom finds that “hyperscalers” like AWS and Microsoft Azure are limiting competition in UK's cloud market by making it difficult for businesses to switch
- Ofcom is concerned that so-called “hyperscalers” like Amazon Web Services and Microsoft Azure are limiting competition in the cloud computing market.
Amazon and Microsoft's cloud dominance referred for UK competition probe. UK regulators continuing on the front foot against U.S. big tech firms. I believe they probably have one eye on the AI market and are concerned about $AMZN + $MSFT dominance there https://www.cnbc.com/...
The Verge
The CMA announces an investigation into public cloud providers in the UK, following a referral from Ofcom, and says the probe will conclude by April 2025
The clouds are gathering over Microsoft's Azure operations in the EU and now the UK, with the launch of a new investigation …
2023-09-25
Amazon to invest up to $4 billion in Anthropic, a rival to ChatGPT developer OpenAI. The most interesting part of this announcement is that Anthropic will train models on Amazon's self-developed chips. Seems like a sort of warning shot to Nvidia https://www.cnbc.com/...
Financial Times
Amazon to invest up to $4B in Anthropic, with an initial investment of $1.25B for a minority stake in the AI startup, and an option to increase the total to $4B
Amazon Web Services lures Claude chatbot maker, which was valued at nearly $5bn earlier this year
2023-08-23
Arm is one of the most important semiconductor firms on the planet. It creates the blueprints for chips that are designed by companies from Apple to Nvidia. Arm-based chips are in 99% of the world's smartphones. That's why its IPO is so closely-watched https://www.cnbc.com/...
CNBC
SoftBank's Arm files to list on the Nasdaq and reports $524M net income on $2.68B in FY 2023 revenue, down 1% YoY from $2.7B; the company wants the ticker ARM
Arm is one of the most important semiconductor firms on the planet. It creates the blueprints for chips that are designed by companies from Apple to Nvidia. Arm-based chips are in 99% of the world's smartphones. That's why its IPO is so closely-watched https://www.cnbc.com/...
Financial Times
Arm's IPO prospectus estimates the company has a 10% share of the $18B market for cloud processors, up from 7% in 2020, and a 41% share of the automotive market
Tim Bradshaw / Financial Times :
2023-08-22
Arm is one of the most important semiconductor firms on the planet. It creates the blueprints for chips that are designed by companies from Apple to Nvidia. Arm-based chips are in 99% of the world's smartphones. That's why its IPO is so closely-watched https://www.cnbc.com/...
CNBC
SoftBank's Arm files to list on the Nasdaq and reports $524M net income on $2.68B in FY 2023 revenue, down 1% YoY from $2.7B; the company wants the ticker ARM
- Arm, which is owned by SoftBank, filed on Monday to list on the Nasdaq. — The U.K.-based chipmaker is looking to go public during …
2023-06-21
Masayoshi Son, the CEO of #SoftBank has been laying low, licking his wounds, has become enlightened to AI by ChatGPT, and also apparently has been filing patents. That's enough for him to declare SoftBank is in “offense” mode. And investors like it. https://www.cnbc.com/... [image]
Financial Times
Masayoshi Son says SoftBank plans to go on the “counteroffensive” soon by resuming AI investments; the group has $35B+ after halting investments in recent years
Billionaire chief talks up AI and reveals he had breakdown in October where he questioned his achievements as an entrepreneur
2023-06-20
#Alibaba CEO Daniel Zhang to step down and be replaced by one of the co-founders Eddie Wu. Zhang will stay CEO of the cloud computing unit as Alibaba pushes to take it public. It comes after Alibaba announced plans to spin off key businesses https://www.cnbc.com/... $BABA
Bloomberg
In a surprise move, Alibaba names Eddie Wu as CEO, replacing Daniel Zhang, and Executive Vice Chairman Joseph Tsai as Chairman; Zhang will continue as Cloud CEO
Alibaba Group Holding Ltd. is replacing eight-year veteran chief Daniel Zhang at the helm of a Chinese e-commerce leader bleeding market share …
2023-06-16
Alibaba is suggesting a significant switch in its international e-commerce strategy. The Chinese firm's president said it will launch Tmall, one of its biggest China shopping sites, in Europe with local products and for local consumers https://www.cnbc.com/...
CNBC
Alibaba plans to launch its e-commerce site Tmall in Europe, already started with a pilot in Spain, a significant step in the company's international expansion
2023-04-13
I've said this multiple times, any move by the United States to boost domestic semiconductor manufacturing will rely heavily on foreign firms and technology - particularly Taiwan https://www.bloomberg.com/...
Bloomberg
Taiwan Ministry of Finance data: chipmaking machine exports to the US rose 42.6% YoY to a new high of $71.3M in March 2023 while exports to China fell 33.7% YoY
Yoshihiro Sato / Bloomberg :