市場闡發師評估，這項2025-2033年的定單可望每一年為三星的晶圓代工銷售額帶來10%成長，也可能為三星帶來其他晶片代工定單。離婚證人
彭博剖析指出，三星電子取得的最新這筆定單，代表其晶圓代工營業和2奈米晶片製造能力正在復甦。」
三星今朝正在製造AI4晶片，而台積電（TSMC）將生產AI5，晶片已設計完成，早期會在台灣製造，以後轉往亞利桑那廠。這項合作的計謀重要性極為主要。他在X平台發文寫著：「三星位於德州的晶圓廠將負責生產特斯拉下一代AI6晶片。特斯拉履行長馬斯克（Elon Musk）隨後證實此新聞。他說：「這是一大樞紐機會，我本人會親上前列加快進展，而這座工場就位於我家附近，極度輕易。
馬斯克在另一篇發文透露表現，三星答應特斯拉介入協助生產過程，以到達最佳產能效率。」
— Elon Musk (@elonmusk) July 28, 2025
Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate.
Samsung currently makes AI4.
TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.
三星電子不但為自家企業生產記憶體晶片，也為其他客戶代工生產。
然而三星的晶圓代工市場佔額正逐步下滑。目前全球最大晶圓代工的寶座仍為台積電（TSMC），市場佔額為67.6%。
特斯拉履行長馬斯克也隨後跳出來證實，將委託三星製造下一代AI6晶片，而AI5還是由台積電代工。","publisher":{"@type":"Organization","name":"Yahoo奇摩新聞","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"桂家齊","url":"","jobTitle":""},"creator":{"@type":"Person","name":"桂家齊","url":"","jobTitle":""},"provider":{"@type":"Organization","name":"太報","url":"https://www.taisounds.com/","logo":{"@type":"ImageObject","width":342,"height":148,"url":"https://s.yimg.com/os/creatr-uploaded-images/2020-10/313c79c0-0868-11eb-97bf-cd65779af105"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/4xTKR0jn3d51mW1MLPj_pQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xMzUy/https://media.zenfs.com/vi/taisounds_com_380/1aedfd6bbe3a87dcd1543dad11c7f5c3","height":676,"width":1200},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/4xTKR0jn3d51mW1MLPj_pQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xMzUy/https://media.zenfs.com/vi/taisounds_com_380/1aedfd6bbe3a87dcd1543dad11c7f5c3"} 美國電動車大廠特斯拉正在積極鞭策無人計程車營業。路透社資料照片 【更新】自曝特斯拉是三星晶片大單客戶 馬斯克：AI5照樣台積電代工
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