AUSTIN | Economic Development

[gillynova]

North of Taylor for that price is ridiculous

[The ATX]

Apple annouced a deal with Samsung today to manufacture chips in Taylor. No $$$ amount was announced, but it's part of their $100B investment in U.S. manufacturing announced today.

[ATX2030]

Originally Posted by The ATX

Apple annouced a deal with Samsung today to manufacture chips in Taylor. No $$$ amount was announced, but it's part of their $100B investment in U.S. manufacturing announced today.

Great news. Some more detail

Samsung to Produce Apple's Next-Gen Image Sensors at Texas Foundry
Apple’s collaboration with Samsung marks a shift in sourcing image sensor technology.

By
Chun Byung-soo
Published 2025.08.07. 06:31
Updated 2025.08.07. 07:45

https://biz.chosun.com/en/en-it/2025...GSD6NWB4JWQFY/

Samsung Electronics will produce Apple's next-generation semiconductors at its foundry facility in the United States. Samsung Electronics is expected to mass-produce image sensors that will be equipped in Apple's new products through its production line in the U.S. An image sensor is a system semiconductor that detects light and converts it into electrical signals.

On the 7th, Apple officially announced, "We are collaborating with Samsung at its semiconductor facility located in Austin, Texas," stating, "We are developing an innovative new chip manufacturing technology that will be used for the first time in the world." It added, "This technology will be introduced in the U.S. first and will supply chips that optimize the power efficiency and performance of Apple products, including iPhones, that are shipped worldwide."

Apple did not specify the products to be mass-produced this time. Samsung Electronics also noted, "We cannot confirm details regarding the client name and other specifics related to the order." However, industry insiders believe that the chips ordered this time are likely the image sensors that will be mounted in Apple's iPhone 18 series.

Until now, Apple's image sensors have been virtually exclusively supplied by Sony. However, ahead of the new product launch next year, Apple is presumed to be diversifying its supply chain. The contracted image sensors are expected to be designed by Samsung Electronics' System LSI division, with the Foundry division mass-producing and supplying them.

Meanwhile, there are analyses suggesting that this order could signal the recovery of the foundry business, which has been hampered by quarterly deficits amounting to trillions of won. Prior to the Apple chips, Samsung Electronics signed a contract worth about 23 trillion won for Tesla's next-generation AI chips.

[clubtokyo]

Wow thats huge. The Taylor plant needed big money and it looks like they just got it!

[urbancore]

For what it's worth.

In my experience, the last 6 months, I've seen the RE market turn hard to the upside. Both commercial and residential.

My co-working company received 3X more inquires for large groups relocating from out of State/US.

2 of my recent commercial clients stated that their VC money was contingent that they relo to Texas, specifically. Neither company was happy about it (rather be in Cali), both from oversees, but they needed the $ to expand. Both are in manufacturing. Just those 2 companies represent over 100 jobs averaging $100k+.

I work sparingly with residential buyers/sellers, and I've seen much more movement in those sectors as well. Sellers are finally realistic...(homeowner that wanted $4m 2 years ago, just listed with me at $2.65- they still walk with over a mil profit since 2018)....my Cali buyers are thrilled with what $3m gets them close in to town, which would have sold for $4m in 2022 in seconds.

All this to say, I predict 2026 is the year we see an upswing in # of transactions, akin to 2012 was the end of the 2008 fiasco, I think 2026 puts a period on our 2022 downturn. Prices have stabilized for the most part, and buyers on the sidelines are tired of waiting.

Rents will still trend down slightly as move up renters choose nicer/newer/closer apartments with huge concessions.....leaving class B and C to renovate, sell, redevelop, or reduce rents substantially. All of which will put additional downward pressure on rents.

Lastly, I think once all the residential units in DT fill up, the vibe will be infectious. If you haven't spent time DT recently, I suggest you go on a Friday from 3p-8p....walk around, shop have dinner, see a comedy show, listen to music. DT (including SoCo) is electric. People everywhere. Young, energetic, tourists, families, runners, cyclists, all smiling. 6th street, notwithstanding, there are much fewer homeless than in the last 5 years or so. I'm downtown a few times a week, and I pay attention. I take my small kids all the time....never a worry. I see the same optimism at the Domain....people outside walking everywhere, smiling.

My relo clients are enamored with Austin.

I predict 2027-2028 will be frothy, sticky it.

[lonewolf]

commercial is a little harder to predict for a few reasons imo

but i can see us running back the 2019-2025 residential cycle back we just went through lol

seen scattered reports and comments of there being a 1-2 year squeeze starting late 2027 which i have no doubt will be proceeded by a 5 year housing glut

[Armybrat]

Originally Posted by clubtokyo

Wow thats huge. The Taylor plant needed big money and it looks like they just got it!

Article says the plant in Austin, not the Taylor location.

Location of the first Samsung plant that folks seem to have forgotten about:

12100 Samsung Blvd, Austin, TX 78754
(Just off East Parmer)