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中文(ZH) 消息称三星晶圆代工首获马斯克Neuralink芯片制造订单

Samsung Foundry to produce Neuralink chips; HBM demand surges

By PulseAugur Editorial · [1 sources] ·

Samsung Foundry has reportedly secured a contract to manufacture chips for Elon Musk's Neuralink. These "fourth-generation" chips, slated for mass production by late 2027, will utilize a 4nm process and began trial production in May 2026. Separately, Galaxy Securities predicts a long-term price increase for memory due to surging AI compute demand, with High Bandwidth Memory (HBM) projected to significantly increase its share of DRAM production. AI

IMPACT This contract highlights the growing demand for specialized AI hardware and the increasing role of foundries in producing advanced chips for emerging AI applications.

RANK_REASON Samsung Foundry securing a contract for Neuralink chips is a significant business development, and the separate discussion of HBM market trends adds to its industry relevance. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Samsung Foundry to produce Neuralink chips; HBM demand surges

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Samsung Foundry securing a contract for Neuralink chips is a significant business development, and the separate discussion of HBM market trends adds to its industry relevance. [lever_c_demoted from…
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    News: Samsung Foundry Secures First Chip Manufacturing Order from Musk's Neuralink

    据报道，三星电子的晶圆代工业务首度获得马斯克旗下脑机接口企业Neuralink的芯片合同制造服务订单。三星晶圆代工将为Neuralink生产其“第四代”芯片，目标2027年底量产。该产品将采用4nm工艺制程，试产工作已于2026年5月启动。（财联社）

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