【AI+Chip】Samsung: Tesla Chip Mass Production in H2 Next Year, Continued R&D Investment

SocialAnxietyStaker · 2026-03-18T04:07:42+00:00

Tesla and Samsung have signed a $16.5 billion long-term cooperation agreement. Samsung will produce the next-generation AI chip AI6 at its Texas factory starting next year. To reduce business uncertainty, Samsung is advancing 3-to-5-year long-term supply contracts and prioritizing stable memory demand. The company will also continue investing in R&D to address AI demand, and expects improved operational performance to increase dividends.

SocialAnxietyStaker

2026-03-18 04:07:42

Abstract generation in progress

Tesla’s latest generation automotive AI chip, AI6, manufactured by Samsung, has experienced delays in its development schedule. Samsung Electronics expects to begin mass production of Tesla chips at its Texas factory in the second half of next year.

Last year, Tesla signed a long-term partnership contract worth approximately $16.5 billion with Samsung. The contract involves Samsung’s wafer plant in Taylor, Texas, producing AI6 chips using 2-nanometer GAA (Gate-All-Around) process. The agreement extends until 2033, with an initial planned monthly capacity of about 16,000 wafers.

Long-term supply contracts of 3 to 5 years to reduce business uncertainty

The market is also focused on the sustainability of semiconductor, memory, and other components needed for AI development. According to South Korean media reports, Samsung Electronics management emphasized at the shareholders’ annual meeting on Wednesday (18th) that the company’s semiconductor division is committed to minimizing medium- and long-term business uncertainties. So far, transactions involving semiconductors are conducted on an annual or quarterly basis, and the company is pushing for multi-year memory supply contracts of 3 or 5 years with customers.

Management believes that maintaining stable supply and demand for memory is very important. By engaging in long-term supply agreements, both customers and the company can enhance and ensure predictable business stability and visibility.

Continued investment in R&D to meet AI demands

Management mentioned that understanding market demand changes in advance helps the company flexibly adjust investment scales and eliminate market uncertainties. They also emphasized that ongoing R&D investments will be made to address AI needs, ensure facility investments, and develop future technologies.

Regarding dividends, management stated that according to the company’s policy for 2024 to 2026, if business performance improves, dividends are expected to increase automatically.

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