Samsung may cooperate with Tesla to produce the next generation of self-driving chips

The Digitimes reports that Samsung may collaborate with Tesla in the production of the next-generation autonomous driving chips, citing an increase in Samsung’s 3nm process yield rate to an impressive 60%.

Following a meeting between Samsung’s Chairman Lee Jae-yong and Tesla CEO Elon Musk in May of this year, rumors emerged suggesting a deepening partnership between the two powerhouses. These speculations indicate that Samsung may partake in the manufacture of Tesla’s forthcoming autonomous driving chips, potentially facilitating the implementation of Level 5 full autonomous driving capabilities.

Previously, Tesla’s autonomous driving chip production was solely partnered with TSMC, but future endeavors might see collaborations with both TSMC and Samsung.

Furthermore, reports suggest that Samsung is consistently enhancing its 3nm process yield rate, potentially enticing businesses such as NVIDIA and Qualcomm. Samsung anticipates advancing to the 2nm level SF2 process technology by 2025, with plans to further progress to the 1.4nm level SF1.4 process technology by 2027.

However, while TSMC’s yield rate has reached 80% in the widely used 4nm process, Samsung’s yield rate in the same process, although improved to 75%, still leaves room for optimization.