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WSJ Tech News Briefing

TNB Tech Minute: Samsung Signs $16.5 Billion Chip-Supply Contract with Tesla

WSJ Tech News Briefing

The Wall Street Journal

News, Tech News

4.61.6K Ratings

🗓️ 28 July 2025

⏱️ 2 minutes

🧾️ Download transcript

Summary

Plus: EU watchdog warns Temu on safety of products sold on its platform. Nvidia could roll out a downgraded AI chip for China. Ariana Aspuru hosts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Omada Health makes managing chronic conditions easier by supporting members between doctors' visits.

0:05.4

Members are paired with the health coach empowered by insights from smart devices and AI-powered

0:09.6

tools. Learn more at OmataHealth.com. Omada Health is proudly NASDAQ listed.

0:16.7

Here's your morning TNB Tech Minute for Monday, July 28th. I'm Ariana Asperu for the Wall Street Journal.

0:23.7

Samsung Electronics will manufacture artificial intelligence chips for Tesla in Texas,

0:29.0

under a $16.5 billion multi-year deal.

0:33.0

Tesla CEO Elon Musk confirmed the deal in a post on X,

0:37.1

saying that Samsung's new facilities

0:38.8

will be dedicated to making the electric vehicle company's next generation AI-6 chip,

0:44.3

which is intended to be used in humanoid robots, self-driving cars, and AI data centers.

0:50.0

The contract is a major win for Samsung, which has struggled to catch up with Taiwan semiconductor manufacturing.

0:56.9

TSM makes chips on a contract basis for customers like Nvidia, Qualcomm, and Apple.

1:03.6

Elsewhere, the European Commission said the e-commerce platform Temu hasn't done enough to assess the risks of illegal products being sold online,

1:12.4

and that the China-linked company might be in breach of the Watchdog's New Digital Services Act.

1:18.1

After starting to investigate the company in October of last year, the commission said today

1:22.7

that there is a high-risk consumers can find unsafe products on Temu's website, like baby toys and small

1:28.8

electronics. If the company is found in breach of the services law, Temu could face a fine of up to

1:35.0

6% of its annual turnover. And finally, in a new note, Jeffrey's analysts say that NVIDIA could

1:42.2

roll out a downgraded AI chip for China in the fourth quarter that complies with U.S. export rules.

1:49.0

The new AI chip could be based on the company's existing Blackwell design, but with reduced memory specs to comply with a likely new criterion for AI chip exports.

1:59.5

That's it for your TNB Tech Minute. Join us again this afternoon for more.

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