Core Viewpoint - The global wafer foundry market is dominated by TSMC with a market share of 70.2%, while Samsung holds a distant second place with only 7.3% [2] Group 1: Market Dynamics - TSMC leads the global wafer foundry market with a significant gap over Samsung, which has a market share nearly ten times smaller [2] - Samsung's foundry business has been operating at a loss due to insufficient orders, with estimated quarterly losses ranging from 1 trillion to 2 trillion Korean Won since 2022 [4] Group 2: Samsung's Strategy - Samsung has set a clear two-year business plan aiming for profitability in its foundry operations by 2027 and to capture 20% of the market share [4] - Key to achieving this goal is improving the yield rate of its 2nm GAA process and establishing stable partnerships with high-value clients [4] Group 3: Potential Breakthroughs - A significant development occurred when Samsung secured a long-term order worth approximately $16.5 billion from Tesla for the production of next-generation AI6 chips, lasting until the end of 2033 [4] - The successful integration of the Exynos 2600 chip in the upcoming Galaxy S26 series and Qualcomm's potential return to Samsung for Snapdragon 8 series chips could lead to substantial improvements in Samsung's foundry business [4]

大型科技股多数下跌，2025年苹果全球开发者大会将于北京时间6月10日开幕。 油价下跌，黄金连续第三日上涨。 三大股指全线收跌 美债收益率飙升 截至收盘，道指跌816.80点，跌幅为1.91%；纳指跌270.07点，跌幅为1.41%；标普500指数跌95.85点，跌幅为1.61%。 【导读】美国三大股指全线收跌，道指重挫逾800点 美东时间5月21日周三，美国三大股指全线收跌，道指重挫逾800点。因交易员担忧新预算法案将恶化美国财政赤字，美国国债收益率飙升。 大型科技股多数下跌 大型科技股多数下跌，特斯拉跌逾2%，苹果跌逾2%，英伟达跌逾1%，亚马逊跌逾1%，微软跌逾1%，脸书跌0.25%，谷歌涨逾2%。 | TAMAMA科技指数 | 15979.27 | -1.14% | | --- | --- | --- | | 8884057 | | | | 苹果(APPLE) | 202.090 | -2.31% | | US AAPL | 201.690 | -0.20% 盘后 | | 谷歌(ALPHABET)-A | 168.560 | 2.79% | | US GOOGL | 168.580 | 0.01% 盘 ...