Samsung could get a major role in Tesla’s AI revolution

Tesla reportedly asked Samsung and SK Hynix to supply HBM4 chip samples. Both semiconductor firms are developing sixth-generation high-bandwidth memory chip prototypes for Tesla.

KEDGlobal reports that Tesla asked Samsung and SK Hynix to supply HBM4 chips for general use. It is expected to choose one of the two companies as its HBM4 supplier after testing their samples.

Using custom HBM4 chips made by Samsung and SK Hynix, Tesla seeks to enhance its artificial intelligence (AI) capabilities apart from reducing AI chip reliance on Nvidia.

Samsung is working hard to win Tesla orders for HMB4 chips. The company even working with Taiwan’s TSMC to foster its HBM chip’s development and maintain an edge over SK Hynix.

SK Hynix is also accelerating its development to maintain its leadership in the HBM space. The firm winning Tesla’s HMB orders would see a sharp push in the global memory supply chain.

Notably, the 6th-gen HBM4 chips are crucial for Tesla’s Dojo supercomputer, which is designed for training AI models and will also support its AI data centers and autonomous cars.

The HBM4 semiconductor offers notable enhancements over the previous generations, delivering up to 1.65 Tbps of bandwidth, 1.4 times faster than the HBM3E while consuming 30% less power.