AI Chips
Samsung Electronics forecasts record Q1 operating profit of 57.2 trillion won
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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
Samsung Electro-Mechanics has agreed to a major supply deal with Tesla. The agreement involves FC BGA components worth 16.5 billion dollars for AI6 chips. These chips will support Tesla's self-driving systems and Optimus robot projects.
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Elon Musk has used social media to invite South Korean engineers to join Tesla's AI chip design efforts. This recruitment aims to produce high-volume AI chips essential for Full Self-Driving technology, Optimus robots, and data centers. The move highlights South Korea's importance in Tesla's expansion into silicon production amid intensifying global competition for semiconductor talent.