Samsung's Lee Jae-yong holds AI chip talks with Tesla, AMD in US

By Cho Jae-hoon Posted : December 16, 2025, 09:00 Updated : December 16, 2025, 09:00
Samsung Electronics Chairman Lee Jae-yong returning from U.S. trip, Dec. 15/ Yonhap


SEOUL, December 16 (AJP) - Samsung Electronics Chairman Lee Jae-yong met Tesla Chief Executive Elon Musk and Advanced Micro Devices Chief Executive Lisa Su during a visit to the United States, as the company moves to strengthen partnerships in next-generation artificial intelligence semiconductors.

Lee returned to South Korea on Sunday after the trip, which focused on expanding Samsung’s foundry and memory businesses with leading global technology firms. “I worked hard,” Lee told reporters upon his arrival in Seoul.

According to industry sources, discussions with Musk covered cooperation on AI chip development, U.S.-based production infrastructure and long-term supply stability. Samsung and Tesla in July signed a 23 billion dollar foundry supply contract — the largest in Samsung’s history — under which Samsung will manufacture Tesla’s AI6 chips at its Texas plant.

Samsung is already producing Tesla’s AI4 chips and has secured part of the production for AI5 chips, which had initially been expected to be awarded to Taiwan Semiconductor Manufacturing Company.

Musk recently said on social media that Samsung had agreed to help improve Tesla’s manufacturing efficiency, highlighting the deepening relationship between the two companies.

Lee also met AMD Chief Executive Lisa Su to discuss expanding cooperation in advanced chips. Samsung currently supplies high-bandwidth memory HBM3E to AMD and is in talks to manufacture AMD’s next-generation central processing units using Samsung’s 2-nanometer process, industry officials said.

Such cooperation would help Samsung diversify its foundry business beyond memory chips and strengthen its position in the market for high-performance system semiconductors.

* This article, published by Economic Daily, was translated by AI and edited by AJP.

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