Elon Musk 帶錢解救 Samsung 晶片落後困局？Tesla 165 億美元 8 年長約是台積電不會做的讓步
Elon Musk introduces the Cybertruck at Tesla's design studio in Hawthorne, Calif., on Nov. 21, 2019. Many people are puzzled on what a Elon Musk takeover of Twitter would mean for the company and even whether heâll go through with the deal. If the 50-year-old Muskâs gambit has made anything clear itâs that he thrives on contradiction. (AP Photo/Ringo H.W. Chiu, File)
Elon Musk 宣佈與 Samsung 簽下價值 165.4 億美元晶片供應長約，供應期至 2033 年底，內容包括在美國德州 Talyor 廠房生產 Tesla 次世代 AI6 晶片，以驅動 Robotaxi、Optimus 人形機器人、自研 Dojo 超級電腦等，是未來 Tesla 在自駕車和 AI 發展的關鍵硬件。
而且 Elon Musk 更透露 Samsung 同意 Tesla 將會參與到其製程，以便提高效率，而且他自己也將會親身巡視，因為離家近！
這次合作被視為 Samsung 半導體事業的一場勝利，因為能夠從台積電的 AI5 晶片之後搶到下一世代的晶片代工訂單。然而著名分析師郭明錤就認為 AI6 的訂單是 Samsung 做了台積電不會做的讓步 – 由客戶直接「指點江山」。TSMC 一直把製程保密，避免商業秘密和技術外流，而 Elon Musk 會直接進入 Samsung 產線的做法就正正是 TSMC 永遠無法做到的。
至於為什麼 Samsung 會願意讓步呢？因為在目前 2nm 製程競賽上，Samsung SF2 良率僅 40% 至 45%，遠遜台積電 N2 製程的超過 70% 以及 Intel 的 18A 有 50% 至 55%。如果 Elon Musk 強大的行動力有機會推動到 Samsung 的良率至滿足 Tesla 的需求，則是讓 Samsung 可以重回戰場。如果萬一真的未能如期在 2027 年由 Samsung 量產 AI6 晶片，郭明錤認為 Elon Musk 還是可以轉向委托台積電。
更妙的是，郭明錤指 Samsung 在這合作的損失其實有限，反而如果成功了，更可能發展出另一種由客戶積極參與製造過程的商業模式。
更多內容：
The Korea Times
Tesla signs $16.5B deal with Samsung to make AI chips
緊貼最新科技資訊、網購優惠，追隨 Yahoo Tech 各大社交平台！
🎉📱 Tech Facebook：https://www.facebook.com/yahootechhk
🎉📱 Tech Instagram：https://www.instagram.com/yahootechhk/
🎉📱 Tech WhatsApp 社群：https://chat.whatsapp.com/Dg3fiiyYf3yG2mgts4Mii8
🎉📱 Tech WhatsApp 頻道：https://whatsapp.com/channel/0029Va91dmR545urVCpQwq2D
🎉📱 Tech Telegram 頻道：https://t.me/yahootechhk
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
CNET
30 minutes ago
- CNET
Tesla to Pay $243M After Jury Finds It Partly Liable for Fatal Autopilot Crash
Table of Contents Tesla to Pay $243M After Jury Finds It Partly Liable for Fatal Autopilot Crash A federal jury in Florida has found Tesla to be partly liable for a fatal car crash that occurred in 2019 involving its self-driving feature Autopilot. Elon Musk's electric vehicle company must now pay $243 million in damages as a result of the judgment, multiple reports Friday said. Prosecutors filed charges back in 2022 alleging that the driver didn't brake in time when approaching a T-intersection while driving his Tesla Model S with Autopilot active, and as a result killed two passengers in the car he collided with. A Tesla spokesperson told TechCrunch Friday that the verdict is "wrong" and will "set back automotive safety and jeopardize Tesla's and the entire industry's efforts to develop and implement life-saving technology." Tesla plans to appeal, according to the statement. Tesla didn't immediately respond to CNET's request for comment. In California, Tesla is currently in the courts for another case involving Autopilot, where the state DMV is suing for allegations of false advertising and misleading customers. The California DMV alleges that Tesla is misrepresenting the capabilities of its advanced driver assistance systems by naming them "Full Self-Driving" and "Autopilot," and is seeking a 30-day suspension of Tesla's license to sell vehicles in the state.
Yahoo
39 minutes ago
- Yahoo
Why Did Micron Stock Drop Today?
Key Points Samsung says the market for HBM memory for artificial intelligence (AI) functions is getting oversupplied. Samsung will cut prices on the most powerful HBM3E product in an attempt to win market share. Wells Fargo says this is bad news for Micron. 10 stocks we like better than Micron Technology › Shares of computer memory-maker Micron Technology (NASDAQ: MU) tumbled 5.2% through 11:25 a.m. ET Thursday -- but as far as I can tell, it wasn't anything Micron did to deserve this. Instead, it was Samsung that's to blame. What Samsung said about high-bandwidth memory (HBM) As WCCFTech reports this morning, Samsung has just announced it's lowering prices on HBM3E (that's "High Bandwidth Memory 3 Enhanced," currently the most capable kind of HBM memory, designed for use in artificial intelligence and machine learning). Samsung explained that on the one hand, it hasn't been able to win as much HBM business from Nvidia (NASDAQ: NVDA) as it would like, while on the other hand, the HBM market seems oversupplied right now. And the solution to both problems -- to help Samsung move product -- is to lower prices. Is Micron stock a sell? For Micron, this poses a problem -- because Micron also wants to sell HBM3E memory, and now Samsung has effectively declared a price war in the HBM market. In order to fight it, Micron will have to lower its own prices (hurting Micron's revenue and profit), or else it will lose market share to Samsung (also hurting Micron's revenue and profit!) And if that sounds like a lose-lose proposition for Micron, that's because it is. In a note on The Fly this morning, Wells Fargo warned that Samsung's action will "impact market prices," drying up much of the premium in prices between HBM3E and plain-vanilla DRAM memory, perhaps as early as H2 2025 (i.e., now). Priced at just 20x trailing earnings, Micron stock may not look too expensive. But if profits are about to dry up as Samsung's price cuts take hold, Micron stock could look expensive in a hurry. Savvy investors might want to sell before that happens. Should you invest $1,000 in Micron Technology right now? Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Micron Technology wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $638,629!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,098,838!* Now, it's worth noting Stock Advisor's total average return is 1,049% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Wells Fargo is an advertising partner of Motley Fool Money. Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Why Did Micron Stock Drop Today? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
TechCrunch
an hour ago
- TechCrunch
Tesla partly liable in Florida Autopilot trial, jury awards $200M in damages
A jury in federal court in Miami has found Tesla partly to blame for a fatal 2019 crash that involved the use of the company's Autopilot driver assistance system. The jury assessed punitive damages only against Tesla, CNBC reported. The punitive fines coupled with a compensatory damages puts the total payments to around $242.5 million. Neither the driver of the car nor the Autopilot system braked in time to avoid going through an intersection, where the car struck an SUV and killed a pedestrian. The jury assigned the driver two-thirds of the blame, and attributed one-third to Tesla. (The driver was sued separately.) The verdict comes at the end of a three-week trial over the crash, which killed 20-year-old Naibel Benavides Leon and severely injured her boyfriend Dillon Angulo. The verdict is one of the first major legal decisions about driver assistance technology that has gone against Tesla. The company has previously settled lawsuits involving similar claims about Autopilot. Brett Schreiber, the lead attorney for the plaintiffs in the case, said in a statement to TechCrunch that Tesla designed Autopilot 'only for controlled access highways yet deliberately chose not to restrict drivers from using it elsewhere, alongside Elon Musk telling the world Autopilot drove better than humans.' 'Tesla's lies turned our roads into test tracks for their fundamentally flawed technology, putting everyday Americans like Naibel Benavides and Dillon Angulo in harm's way,' said Schreiber. 'Today's verdict represents justice for Naibel's tragic death and Dillon's lifelong injuries, holding Tesla and Musk accountable for propping up the company's trillion-dollar valuation with self-driving hype at the expense of human lives.' Tesla, in a statement provided to TechCrunch, said it plans to appeal the verdict 'given the substantial errors of law and irregularities at trial.' 'Today's verdict is wrong and only works to set back automotive safety and jeopardize Tesla's and the entire industry's efforts to develop and implement life-saving technology,' the company wrote. 'To be clear, no car in 2019, and none today, would have prevented this crash. This was never about Autopilot; it was a fiction concocted by plaintiffs' lawyers blaming the car when the driver — from day one — admitted and accepted responsibility.' Tesla and Musk spent years making claims about Autopilot's capabilities that have led to overconfidence in the driver assistance system, a reality that government officials — and Musk himself — have spoken about for years. The National Transportation Safety Board (NTSB) came to this determination in 2020 after investigating a 2018 crash where the driver died after hitting a concrete barrier. That driver, Walter Huang, was playing a mobile game while using Autopilot. The NTSB made a number of recommendations following that investigation, which Tesla largely ignored, the safety board later claimed. On a 2018 conference call, Musk said 'complacency' with driver assistance systems like Autopilot is a problem. 'They just get too used to it. That tends to be more of an issue. It's not a lack of understanding of what Autopilot can do. It's [drivers] thinking they know more about Autopilot than they do,' Musk said at the time. The trial took place at a time when Tesla is currently in the middle of rolling out the first versions of its long-promised Robotaxi network, starting in Austin, Texas. Those vehicles are using an enhanced version of Tesla's more capable driver assistance system, which it calls Full Self-Driving. Update: This story has been updated to include the amount of compensatory damages in the total.
