Samsung quadruples monthly DRAM supply to Tesla- report

Samsung has quadrupled its monthly shipments of 8GB GDDR6 DRAM to Tesla in April versus Q1 levels to help ease Tesla’s memory supply constraints for in‑vehicle infotainment and autonomous driving systems. Samsung ramped production at its Hwaseong campus and is slated to begin making advanced AI chips for Tesla at its Texas foundry later in 2026. The move follows a roughly $16.5 billion long‑term semiconductor manufacturing agreement between the two firms and comes amid tightened global memory supplies since mid‑2025 driven by strong AI demand. Market implications: improved component availability could reduce production headwinds for Tesla, while Samsung’s shift toward higher‑margin AI memory (HBM) highlights industry pricing and supply dynamics benefitting major HBM buyers like NVIDIA.