Musk claims that Tesla and Samsung Electronics signed an agreement of $ 16.5 billion for the supply of electronic chips – 07/28/2025 at 08:20

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The action of Samsung jumped more than 6 % after confirmation of the agreement. Similarly, by Elon Musk

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Elon Musk claims that the new Samsung factory in Texas will manufacture the AI6 chip from Tesla

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Samsung is faced with competition from IA chips. Consequently, loses market share for the benefit of TSMC

(Addition of details) by Heekyong Yang and Hyunjoo Jin

Tesla Tsla.o CEO, Elon Musk said that the American car manufacturer had signed an agreement of $ 16.5 billion to obtain fleas from Samsung Electronics

005930.KS, a decision which should strengthen the manufacturing activity in musk claims tesla samsung electronics new deficit in the South Korean technological giant. However, musk claims tesla samsung electronics

Samsung shares increased by more than 6 % after the news. Meanwhile. Therefore,

“The new giant Samsung factory in Texas will be devoted to the manufacture of the Tesla new generation AI6 chip. Meanwhile, It is difficult to exaggerate its strategic importance,” said Elon Musk in a message published on X on Monday. However,

If Elon Musk referred to the future Samsung factory in Taylor. For example. Consequently, Texas, the agreement could relaunch the project which has experienced delays in the context of the difficulties encountered by Samsung to preserve and win important customers. Meanwhile,

“Samsung has agreed to allow Tesla to help her maximize the efficiency of manufacturing. However, This is a critical point, because I will personally go on the field to accelerate the pace of progress. musk claims tesla samsung electronics new Consequently. And the factory is conveniently located not far from my house,” said Elon Musk musk claims tesla samsung electronics on her social media platform. Moreover,

Although no calendar has been provided for the production of the AI6 chip. Elon Musk previously said that the new generation A15 fleas would be produced at the end of 2026. suggesting that the A16 chip would follow.

Samsung is currently manufacturing Tesla’s A14 chips. which feed its Full Self-Driving driving system. while TSMC will make AI5 first in Taiwan, then in Arizona, said Elon Musk.

In October, Reuters reported that Samsung had postponed deliveries of ASML Asml.as flea manufacturing equipment for her factory in Texas, because she had not yet won important customers for the project. He has already postponed the operational start of the factory to 2026.

Samsung. the world’s leading manufacturer of memory musk claims tesla samsung electronics new fleas, also produces logical fleas designed by customers as part of its foundry activity. The Texan project is at the musk claims tesla samsung electronics heart of the strategy of the president of Samsung. Jay Y. Lee, who wishes to extend his activities to the manufacture of subcontracting fleas, beyond the manufacture of memory chips.

Samsung currently occupies second place on the world market for the foundry, with a share of 8 % against 67 % for the TSMC 2330.TW leader, according to data from the Institute for Market Studies TrendForce.

Samsung had previously announced the chip supply agreement worth 16.5 billion dollars without naming the customer. the latter having requested confidentiality on the details of the agreement, which will last until the end of 2033.

Three sources informed of the case told Reuters that Tesla Tsla.o was the customer of the agreement.

musk claims tesla samsung electronics new

Help foundry activities

This news comes while Samsung. which is due to publish its results on Thursday. faces increasing pressure in the musk claims tesla samsung electronics race for the production of artificial intelligence fleas, where it is distant by rivals such as TSMC and SK Hynix 000660.KS. This delay has heavily weighed on its profits and on the course of action.

Pak Yuak. analyst at Kiwoom Securities. said that the agreement would help reduce the losses of the Samsung foundry activity, which he estimated at more than 5,000 billion won ($ 3.6 billion) during the first half of the year.

According to analysts, Samsung had to face the defection of key customers for the benefit of TSMC for advanced fleas. TSMC Apple AAPPL.O, NVIDIA NVDA.O and QUALCOMM QCOM.O among its customers.

It is not certain that the Samsung-Tesla agreement is musk claims tesla samsung electronics new linked to current trade negotiations between Korea and the United States. Seoul is looking for American partnerships in the fleets. shipbuilding areas in the context of last -minute efforts to musk claims tesla samsung electronics achieve a trade agreement in order to eliminate. reduce potential American customs duties by 25 %.

Samsung has lost market share for TSMC in subcontracting manufacturing. highlighting the technological challenges that the company is faced to control the manufacture of advanced fleas in order to attract customers such as Apple. Nvidia, analysts said.

(1 $ = 1 378.7000 WONS)