Overview
- Samsung increased its monthly deliveries of 8GB GDDR6 memory to Tesla by four times in April compared with the first‑quarter average, according to South Korea’s Edaily.
- To fill the larger order, Samsung expanded production at its Hwaseong manufacturing campus in South Korea.
- Tesla sought more GDDR6, a graphics‑grade DRAM used in in‑car displays and self‑driving computers, after earlier shortages constrained its builds.
- A 2025 supply pact worth about $16.5 billion underpins the ramp and includes plans for Samsung to start making Tesla’s advanced AI chips in Texas in the second half of 2026.
- Analysts read the April spike as evidence of priority allocation for Tesla as AI demand and a supplier shift toward high‑bandwidth memory keep standard DRAM scarce.