Is Tesla also experiencing a "chip panic"? Samsung's DRAM supply to Tesla tripled in April

格隆汇2026/04/22 03:33

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Glonghui April 22 — According to Korean media, due to the continuously surging demand for storage from Tesla, Samsung Electronics has tripled its monthly supply of DRAM chips to Tesla in April this year. Sources indicate that, as Tesla is facing difficulties with memory supply, Samsung’s supply of 8GB GDDR6 DRAM to Tesla in April increased threefold compared to the average monthly level in the first quarter. Meanwhile, Samsung has increased production at its Hwaseong plant in Korea to meet the DRAM needs of its customers. The DRAM chips supplied by the company to Tesla are mainly used in Tesla’s vehicle infotainment and autonomous driving systems. Last year, Samsung signed a long-term semiconductor manufacturing agreement with Tesla, valued at about 16.5 billion US dollars. Samsung also plans to start producing advanced artificial intelligence chips for Tesla at its Texas facility in the second half of 2026.

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