Samsung to Manufacture Tesla AI Chips: Mass Production at Texas Factory in 2027
Samsung Electronics' foundry will mass-produce Tesla AI chips at its Taylor fab in Texas, starting in 2027. Samsung Electro-Mechanics will supply the required FC-BGA packaging substrates, driving performance growth.
On March 11, 2026, according to Korean media reports, Samsung Electronics' foundry will manufacture AI chips for Tesla at its Texas Taylor factory, with mass production scheduled to begin in 2027. This collaboration will further deepen the two tech giants'布局 in the AI field.
Samsung-Tesla Power Partnership
Samsung Electronics' Foundry will produce AI chips for Tesla at its Taylor factory, while Samsung Electro-Mechanics will supply the required FC-BGA (Flip-Chip Ball Grid Array) packaging substrates.
FC-BGA is a key packaging technology for high-performance AI chips, providing better electrical performance and thermal dissipation capability. This supply chain confirmation indicates Samsung is preparing for Tesla's large-scale AI chip production.
Performance Expectations Significantly Raised
Influenced by this news, Samsung Electro-Mechanics' stock price rose, significantly boosting profit expectations for the Korean market in Q1 2026. Analysts point out that rising memory chip prices and strong market demand for high-performance memory like HBM4 are the main drivers.
AI Chip Demand Continues to Surge
With the rapid development of AI technology, global demand for AI chips is exploding. As a leader in the autonomous driving field, Tesla has particularly strong demand for AI chips. Collaboration with Samsung will ensure Tesla's stability in AI chip supply.
Reference: Chosun Biz, Sammy Fans