Samsung has taken a significant step to overcome its crisis in chip manufacturing. The agreement with Tesla is a critical turning point for the company’s future. According to Bloomberg, Samsung’s Texas facility responsible for chip manufacturing will produce $16.5 billion worth of chips for Tesla by 2033. This agreement will greatly contribute to Samsung’s efforts to increase its competitiveness in the chip market.
Samsung’s Vice President Jay Y. Lee stated in March that the company was experiencing difficulties in technological superiority and that efforts to maintain the status quo were taking precedence over major innovations.
These challenges encountered in chip production threatened the health of the company’s most important unit, the semiconductor unit.2nm Technology is of Vital Importance
While Samsung has been a leader in the field of DRAM memory for years, it has begun to fall behind in the production of artificial intelligence (AI) chips. In particular, SK Hynix has gained a significant market share in HBM (High Bandwidth Memory) and DRAM chips in recent years, hindering Samsung’s progress.
At this point, Samsung’s 2nm chip technology comes into play.
At the beginning of 2025, it was announced that Samsung would be transitioning to 2nm manufacturing. However, it is stated that this manufacturing process is still not fully efficient; they are progressing with an efficiency of 40-50%. This rate falls short of the industry standard of 70%. Samsung has begun testing this technology with giant companies like NVIDIA and Qualcomm. This shows that Samsung has seized a great opportunity for the future in 2nm chip manufacturing. The agreement with Tesla and other potential collaborations provide a vital lifeline for Samsung.In this critical period, Samsung’s technological breakthrough and increased market share could be a great opportunity for the company to regain its leadership in the semiconductor market.
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