Samsung is deepening foundry ties with Elon Musk's companies, pushing its turnaround timeline toward 2028 (Source 2:...

Samsung is deepening foundry ties with Elon Musk's companies, pushing its turnaround timeline toward 2028 (Source 2: Digitimes). Simultaneously, Samsung reported progress on 5nm-class MRAM technology, narrowing the gap with TSMC's roadmap (Source 1: Digitimes). Additionally, reports suggest TSMC's recent price hike is prompting Apple and Nvidia to consider Samsung as an alternative, potentially diverting high-volume orders (Source 49: Donanimhaber). These developments indicate Samsung is gaining traction in advanced foundry, challenging TSMC's dominance while leveraging its own memory and packaging advantages. The combination of new customer wins (Musk's companies), technology advancement (MRAM), and possible order shifts from TSMC supports a positive outlook for Samsung's foundry and AI memory businesses. However, SK Hynix remains a strong competitor in HBM4E (Source 10: Metro Seoul), and the turnaround timeline is still years away. Medium confidence due to multiple corroborating signs but lack of official confirmations.