005930.KS Samsung Electronics Co., Ltd. Loading...

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17:30
Jul 22 ◎
Elon Musk CEO, Tesla / SpaceX / xAI TSLA Q2 FY26 call
Samsung and TSMC are building multi-billion dollar fabs specifically for Tesla's AI compute needs, indicating Tesla's influence on semiconductor capex. — These dedicated investments signal long-term demand for AI chips from Tesla, driving revenue for these foundries and potentially diverting capacity from other customers.
005930.KS
HIGH
17:30
Jan 28 ◎
Elon Musk CEO, Tesla, Inc. TSLA Q4 FY25 call
Tesla also sources chips from Samsung's Texas facility, indicating a diversified chip supply strategy.
005930.KS
HIGH
17:30
Oct 22 ◎
Elon Musk CEO, Tesla, Inc. TSLA Q3 FY25 call
Samsung is confirmed as a key supplier for Tesla's AI4 computer and will also manufacture AI5 chips, reinforcing their relationship and potential revenue stream.
005930.KS
HIGH

About 005930.KS Analyst Coverage

Buzzberg tracks 005930.KS (Samsung Electronics Co., Ltd.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Elon Musk.