サムスン電機はテスラとの大規模供給契約に合意した。この契約はAI6チップ向けの165億ドル相当のFC BGA部品に関するものである。これらのチップはテスラの自動運転システムとオプティマスロボットプロジェクトを支援する。
サムスン電機は、電子機器分野の主要サプライヤーとして、テスラとの重要なパートナーシップを締結した。報道によると、同社はFC BGA（Flip Chip Ball Grid Array）部品について165億ドルの供給契約を獲得した。この契約は特にテスラのAI6チップ開発を支援することを目的としている。
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Samsung Electronics estimated a record first-quarter operating profit of 57.2 trillion won ($37.9 billion) on Tuesday, driven by surging demand for AI chips. The figure marks a 755 percent increase from a year earlier, with sales reaching 133 trillion won for the first time exceeding 100 trillion won. The results surpassed analysts' expectations amid a booming AI sector.
Building on last week's earnings report announcing the shift from EVs to AI and robotics, Tesla has outlined specifics on its custom AI5 and AI6 chips, next-gen Optimus robot, and ambitious 'general solution' for self-driving and bipedal robotics. The $20 billion 2026 investment underscores this transformation amid ongoing EV challenges.
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Samsung SDI signed a multiyear electric vehicle (EV) battery supply agreement with Mercedes-Benz Group AG in Seoul on Monday. The deal marks the first such supply contract between the companies, providing high-performance batteries for next-generation EVs. The firms also agreed to expand cooperation in future mobility, including joint development of advanced battery technologies.
SK Telecom announced on Thursday a partnership with Sweden-based Ericsson to jointly develop AI-driven mobile network technologies and advance 6G communication. Under the memorandum of understanding, the companies will promote innovative technologies in 5G environments and lay groundwork for 6G research and standardization.
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Two months after Hyundai's CES 2026 unveiling of the Atlas humanoid robot, the company's shares jumped 80 percent amid intensifying competition with Tesla's Optimus in the humanoid robotics market, projected to hit $5 trillion by 2050. While Atlas targets heavy industry from 2028, Tesla aims for affordable home use.