# Samsung turned its chip business around! Source: https://www.youtube.com/watch?v=9TBMXGhZJZI Recap page: https://rapidrecap.app/video/9TBMXGhZJZI Generated: 2025-10-31T16:02:52.803+00:00 --- ## 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. ![Screenshot at 00:02: Samsung bringing its web browser to Windows alongside graphics showing a 73% increase in Samsung's chip business performance.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-00-02.png) **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. ## Detailed Analysis Samsung's semiconductor foundry business is experiencing a major turnaround, moving past a period of being unprofitable and facing calls for a spin-off. Analysts project the deficit could fall below 1 trillion won once Samsung supplies mobile chips for the Galaxy S26 and Tesla's AI5 chips, with the foundry business expected to achieve profitability by late 2027 upon starting production of Tesla's AI6 chips. This success is bolstered by major customer wins, including big orders from Tesla, Apple, and Nintendo for chips powering devices like the Switch 2. Furthermore, Samsung is engaged in joint development with Apple for next-generation image sensors in Austin, Texas, optimized for iPhone power efficiency. On the process technology front, Qualcomm is testing samples of the Snapdragon 8 Gen 5 for Galaxy Edition, built on Samsung's 2nm GAA process. Separately, Figure is offering its humanoid robot Neo for early adoption to handle tasks like laundry and fetching drinks, although the presenter notes the robot still requires extensive human training. Other news includes the launch of the lighter Insta360 X4 Air 360 camera for $400, Nothing confirming the budget Phone (2a) Lite for $249, OpenAI restructuring its for-profit arm to solidify Microsoft's 27% stake while removing the AGI clause, and Proton extending its Black Friday deals until January 5th. ### Samsung Foundry Turnaround - Secured big orders from Tesla, Apple, and Nintendo - Expected return to profitability around late 2027 with Tesla's AI6 chips - Joint development of next-gen image sensors with Apple in Austin, TX ### Advanced Chip Manufacturing - Qualcomm testing Samsung-made 2nm Snapdragon 8 Elite Gen 5 using the 2nm GAA process - Samsung Memory business recovering from a deep hole ### Robotics Developments - Figure seeking early adopters for its humanoid robot Neo, capable of tasks like laundry and fetching drinks - Requires significant human operator training to generalize tasks ### New Gadget Releases - Insta360 launched the lighter and cheaper X4 Air 360 camera at $400 - Nothing announced the budget Phone (3a) Lite for $249 with a signature Glyph Light ### AI and Corporate News - OpenAI completed for-profit restructuring, striking a new deal with Microsoft, reducing Microsoft's stake to roughly 27% while resolving the AGI rights clause ### Proton Black Friday Sale - Extended discounts until January 5th on services like VPN Plus (€2.49/month) and Mail Plus (€1.99/month) - Global eSIM plans available across 121 countries ![Screenshot at 00:02: Samsung bringing its web browser to Windows alongside graphics showing a 73% increase in Samsung's chip business performance.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-00-02.png) ![Screenshot at 00:07: Visual representation of the humanoid robot Neo performing a domestic task by picking up a package.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-00-07.png) ![Screenshot at 00:56: Samsung Internet import screen showing Chrome as a selectable browser for data transfer to the Windows beta.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-00-56.png) ![Screenshot at 01:47: Close-up of a Tesla AI chip on a circuit board, illustrating the high-tech components Samsung is manufacturing.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-01-47.png) ![Screenshot at 02:29: Close-up of HBM \(High Bandwidth Memory\) chips on a GPU module, emphasizing advanced memory technology.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-02-29.png) ![Screenshot at 03:35: First-person view of the humanoid robot performing the task 'Tidy Living Room' by handling laundry.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-03-35.png) ![Screenshot at 04:17: Dreame AI Smart Ring being advertised with features like Aerospace-Grade Ceramic build and Contact-Free Sleep & Health Tracking.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-04-17.png) ![Screenshot at 06:37: The Verge headline confirming OpenAI's for-profit restructuring and new deal with Microsoft, resolving the AGI clause issue.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-06-37.png) ![Screenshot at 07:22: Proton's Black Friday ad detailing steep discounts on various subscription tiers \(e.g., VPN Plus at -75%\).](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-07-22.png) ![Screenshot at 08:44: Bloomberg article snippet showing Apple planning display overhauls \(OLED\) for MacBook Air, iPad Air, and iPad Mini.](https://ss.rapidrecap.app/screens/9TBMXGhZJZI/00-08-44.png)