Samsung has reached an agreement with Tesla. An important agreement. According to Bloombergthese two companies have signed a commitment that will run until 2033 and for which the subsidiary specialized in the manufacture of integrated circuits of this South Korean company will produce for Tesla chips for a value of 16.5 billion dollars in its Texas plant (USA). Not bad at all, especially if we are in mind that Samsung urgently needs that its semiconductor division Increase your presence in the market.
Jay Y. Lee, the president of this company, sent in the middle of last March An internal statement in which it synthesizes with great precision what this company faces: “Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to boost great innovations or assume new challenges. There are only attempts to maintain the status quo instead of generating disruptive changes. “
The Samsung subsidiary specialized in the manufacture of semiconductors is largely the company’s engine, and to recover health it is essential that its competitiveness increases. However, to carry it out it is necessary that its integration technology of 2 nm pelee from you to you both with the equivalent lithography of Intel, and, above all, with that of TSMC. However, Samsung’s starting point is favorable. And it is because He has been working in which it is undoubtedly The most important photolithography in its history.
The 2 nm are crucial
Samsung has led for more than three decades the industry of integrated dram circuits, but the rise of the artificial intelligence (AI) has triggered something that just two or three years ago would have seemed unthinkable: now it is also the South Korean SK Hynix the manufacturer of integrated memory circuits that LEADS THE HBM Chips Market so much (High Bandwidth Memory) that work side by side with the GPUs for the The one of the DRAM memories.
Chips manufacturers need the candlestick performance of their avant -garde nodes to be at least 70%
In current circumstances it is evident that Samsung needs to trace as soon as possible. And it seems that it is in it. At the beginning of 2025 several South Korean media anticipated that Large scale manufacturing of 2 nm chips It had already begun in the company’s South Korean plants. However, this does not mean that Samsung already has everything tied. Chips manufacturers need The performance by wafer of his avant -garde nodes is at least 70%and, according to the South Korean newspaper Munhwa Ilbothis company currently moves in the range of 40 to 50%.
Even so, the Japanese chips designer for the preferred networks (PFN) and a South Korean company specialized in the design of neuronal processing units (NPU) They were already interested in early 2025 in which Samsung manufactured his designs in his new 2 nm node. There is no doubt that at the delicate moment this company is going through, having several agreements tied before its competitors initiate large -scale production with equivalent photolithographs is very important. However, this is not all.
And is that just five months after that news the South Korean medium Chosunbizwhich in the matter of semiconductors does not usually give stitch without a thread, said Samsung I had already started the evidence In its 2 Nm node For Nvidia and Qualcomm. This test process does not guarantee that Samsung is finally going to manufacture integrated 2 Nm circuits for these two US companies, but their interest in the technology of this South Korean company is an oxygen ball. There is no doubt about that.
Image | Samsung
More information | Bloomberg
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