Samsung Stock: DRAM Supply to Tesla (TSLA) Jumps 4x in One Month

TLDR

• Samsung has quadrupled its monthly 8GB GDDR6 DRAM supply to Tesla in April compared to Q1 2025 levels.
• The ramp-up is driven by Tesla’s growing demand for memory chips used in infotainment and autonomous driving systems.
• Samsung boosted production at its Hwaseong campus in South Korea to meet the increased orders.
• The two companies are tied to a long-term semiconductor deal signed last year, valued at around $16.5 billion.
• Samsung also plans to produce advanced AI chips for Tesla at its Texas foundry later in 2026.

Samsung has dramatically increased its monthly shipments of DRAM chips to Tesla, according to a report from South Korean outlet Edaily published on April 21, 2026.

Samsung SDI Co., Ltd., 0L2T.L

The chipmaker quadrupled its supply of 8GB GDDR6 DRAM to Tesla in April, compared to the average monthly volumes shipped during the first quarter of the year.

Tesla has been experiencing difficulties securing enough memory supply to meet its production needs. The chips are used in its in-vehicle infotainment systems and autonomous driving hardware.

To keep up with demand, Samsung ramped up output at its Hwaseong campus in South Korea. The facility has become a key production hub for fulfilling the Tesla order.

The two companies have been operating under a long-term semiconductor manufacturing agreement signed last year. That deal is valued at approximately $16.5 billion.

AI Chip Production Coming Later in 2026

Samsung is also preparing to produce advanced AI chips for Tesla at its foundry in Texas. That production is expected to begin in the second half of 2026.

This marks a broader expansion of the Samsung-Tesla relationship beyond standard memory supply, moving into higher-end chip manufacturing territory.

Tight Memory Market

Global memory chip supplies have been under pressure since mid-2025, driven largely by demand from the AI industry. The broader supply crunch has made it harder for automakers like Tesla to secure the components they need.

Samsung has also been shifting some of its production focus toward high-bandwidth memory (HBM), a higher-margin product in heavy demand from AI chip buyers. NVIDIA is among the major customers for Samsung’s HBM output.

That shift has added further pressure on conventional DRAM availability, making Tesla’s supply difficulties harder to resolve through the open market.

Samsung’s decision to quadruple TSLA supply suggests the EV maker has enough pull — and contract leverage — to secure priority allocation even in a tight market.

Tesla’s market cap sits at approximately $1.45 trillion. The company delivered nearly 1.64 million vehicles globally in 2025.

Tesla’s stock was down 1.55% and Samsung was down 0.68% at the time of reporting.

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