Samsung turned its chip business around!

Quick Overview

Samsung is successfully engineering a turnaround in its chip business, evidenced by securing major orders from Tesla, Apple, and Nintendo for its foundry services, while concurrently developing next-generation image sensors with Apple and testing advanced 2nm Snapdragon chips with Qualcomm, signaling a strong competitive shift against TSMC.

Key Points: Samsung's contract chip manufacturing business is showing a significant turnaround, expecting to return to profitability around late 2027 with the production of Tesla's AI6 chips. The company secured large orders for its foundry services from major clients including Tesla (AI5 chips), Apple (mobile chips for Galaxy S26), and Nintendo (Switch 2 main chips). Samsung is jointly developing next-generation image sensors with Apple at its Austin, Texas plant, optimizing them for power efficiency in iPhones. Qualcomm is testing samples of its Snapdragon 8 Gen 5 for Galaxy Edition, manufactured using Samsung Foundry's 2nm Gate-All-Around (GAA) process, indicating strong foundry work. The video also covered the Insta360 X4 Air, a lighter and cheaper 360 camera priced at $400, and the launch of Nothing Phone (2a) Lite with simplified features and a lower $249 price tag. The humanoid robot company, Figure, is seeking early adopters for its Neo robot, which can perform simple domestic tasks, though the training process requires significant human oversight. Proton extended its Black Friday deals until January 5th, offering significant discounts on its subscription services like VPN Plus and Mail Plus.

Context: This video segment, structured as a news roundup ('The Friday Checkout'), covers several major developments across the tech and semiconductor industries, focusing heavily on Samsung's resurgence in the chip sector, alongside updates on robotics, consumer electronics, and software deals. The primary narrative arc is Samsung's strategic success in challenging established players like TSMC through high-profile client acquisition and advanced process technology adoption.