三星与特斯拉签下千亿芯片代工大单，马斯克发声

Core Viewpoint - Samsung Electronics has signed a significant chip foundry agreement worth approximately 22.8 trillion Korean won (around 118.3 billion RMB) with Tesla, effective until the end of 2033, amidst declining market share in the semiconductor industry [1][3]. Group 1: Agreement Details - The contract represents about 7.6% of Samsung's projected revenue for 2024 [1]. - Elon Musk confirmed the agreement and mentioned that Samsung will collaborate with Tesla to enhance production efficiency [1]. - The new factory in Texas will produce Tesla's next-generation AI6 chips, while Samsung is currently manufacturing the A14 chip [1][4]. Group 2: Market Context - Samsung's market share in the foundry sector has decreased from 8.1% to 7.7% in the first quarter of this year, while TSMC holds a dominant 67.6% share [3]. - Key clients like Apple and Nvidia are increasingly turning to competitors like TSMC, highlighting Samsung's challenges in attracting customers [3][4]. - Samsung has initiated a "select and focus" strategy to improve its 2nm process yield, aiming to regain competitiveness against TSMC [3]. Group 3: Factory Challenges - The construction of Samsung's Taylor factory in Texas has faced multiple delays, with completion pushed from April 2022 to October 2023, and potentially further to February 2027 [4]. - The demand for chips in the local market is weak, leading to a cautious approach regarding the installation of manufacturing equipment [4]. - Samsung's initial plans to produce 4nm chips have shifted to include more advanced 2nm chips to meet customer needs [4]. Group 4: Financial Performance - Samsung's second-quarter sales were reported at 74 trillion Korean won (approximately 388.9 billion RMB), showing a slight year-on-year decline of 0.09% and a quarter-on-quarter drop of 6.49% [5]. - The operating profit for the second quarter was 4.6 trillion Korean won (around 241.7 billion RMB), a significant year-on-year decrease of 55.94% and a quarter-on-quarter decline of 31.24% [6].