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Samsung and Elon Musk are joining forces once again, this time to develop a fourth-generation Neuralink chip using a 4-nanometer process. Development of the fourth-generation Neuralink chip is already underway. The new version is expected to offer unique capabilities thanks to its ability to enable two-way communication between the brain and computing devices.
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Following the signing of a long-term agreement with the Korean giant regarding AI6 and AI6.5 autonomous driving chips, Musk appears confident in Samsung’s capabilities to manufacture the advanced Neuralink chip using the company’s 4-nm process. The Korea Economic Daily article does not explain why this particular process was chosen for such an advanced product, but it can be assumed that Samsung achieved better stability with this process rather than with newer versions.
This strategy ensures higher reliability and allows Samsung to deliver Neuralink chips on time. The South Korean tech giant’s closest competitor in the field of contract chip manufacturing, TSMC, was responsible for the mass production of third-generation Neuralink chips, but the new partnership suggests that the Taiwanese semiconductor manufacturer will likely lose this contract.
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According to the current schedule, Samsung hopes to manufacture and deliver the first batch of Neuralink test chips in the first half of 2027, with mass production potentially beginning as early as the end of next year. The main difference between the fourth generation and its predecessors is that the older Neuralink chips only read brain signals to transmit commands to devices. The new version will be able to transmit data from these devices back to the brain to activate physical functions.
One example could be restoring vision in patients by mimicking the work of brain neurons. This partnership will help Samsung take a new step toward restoring the profitability of its contract chip manufacturing business, which the company forecasts will be achieved by 2028.
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The AI boom has forced companies like NVIDIA to place massive orders with TSMC’s manufacturing facilities, putting significant strain on the company’s supply chains. Although the manufacturer has attempted to address the situation by increasing its monthly production capacity for the 3nm process to 175,000 wafers, extremely high demand continues to constrain TSMC.
TSMC’s production capacity issues open up significant opportunities for Samsung. So far, the yield rates for 2nm chips have not reached a level that would make bulk orders economically viable for customers, so the company’s focus on mature processes could prove beneficial.
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