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Samsung to make SpaceX Starlink satellite chips at Texas plant

Samsung Electronics will expand its chip plant in Austin, Texas, to produce the STM32V8 microcontroller (MCU) used in SpaceX’s Starlink satellites. The move adds Elon Musk’s space company to Samsung’s Texas foundry customer base, which already includes AI chip orders from Tesla, Nvidia and AMD, as the company’s U.S. operations extend into aerospace and defense.

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AI take

Samsung's Texas fab is quietly becoming a hub for Musk-adjacent demand, and adding Starlink silicon ties the foundry's U.S. buildout to the satellite supply chain rather than just AI accelerators. The customer mix — Tesla, Nvidia, AMD and now SpaceX — matters because it broadens Samsung's exposure beyond volatile AI orders into aerospace and defense, a segment with longer qualification cycles but stickier contracts. The open question is whether this signals a deeper Samsung-SpaceX foundry relationship, or a one-off microcontroller win that leaves Samsung's broader U.S. advanced-node ambitions unchanged.

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