Samsung (SMSN) Set to Dominate iPhone Chip Production in Texas—$1,600 Stock Target in Sight
Samsung just flipped the script. The tech giant is ramping up iPhone chip production deep in the heart of Texas—and Wall Street’s already salivating over a $1,600 price target.
Why Texas? Cheaper labor, tax breaks, and a not-so-subtle middle finger to global supply chain drama. Analysts are calling it a 'fab win' for Samsung, but let’s see if they actually hit those rosy projections (or just pump the stock like a meme coin).
One thing’s clear: when tech and finance collide, the numbers get spicy—even if the execution doesn’t always match the hype.
Samsung’s iPhone Chip Production Ramps Up Amid Tariffs and Texas Deal
The Apple Texas chip deal involves Samsung producing these three-layer stacked image sensors for the iPhone 18 at its Austin facility. This actually represents the first commercial deployment of this advanced technology globally, which gives Samsung’s iPhone chip production capabilities a real competitive edge right now.
Lee Jong-Hwan, professor of semiconductor engineering at Sangmyung University, stated:
Trump chip tariffs are threatening 100% levies on imported semiconductors, but Samsung’s US investments provide protection. South Korea’s trade minister actually confirmed that Samsung would avoid these TRUMP chip tariffs through some recent bilateral agreements.
Strategic Recovery Boosts Samsung Stock Prediction
This Samsung iPhone chip production partnership breaks Apple’s exclusive relationship with Sony for image sensors. The iPhone 18 image sensor contract, along with Samsung’s $16.5 billion Tesla AI chip deal, supports bullish Samsung stock prediction targets.
Pak Yuak, analyst at Kiwoom Securities, had this to say:
The iPhone 18 image sensor technology enables superior smartphone photography capabilities. Samsung’s Texas facility will be supplying these advanced sensors globally, which strengthens the company’s market position and supports Samsung stock prediction models targeting $1,600.
It seems that Samsung is getting ahead of the curve in terms of its strategic investment into manufacturing facilities within the United States which is being remodeled by tariffs on semiconductor chips set by Trump. Apple Texas chip transaction explains how Samsung iPhone chip manufacturing capacity can harness the geopolitical change and ensure technological progress on mobile imaging system.
