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Samsung SDI Co. announced that its U.S. subsidiary has secured a battery supply contract, believed to be linked to Tesla Inc.'s energy storage system (ESS) business. Specific details of the contract, including amounts and duration, remain confidential until January 2030.

This follows a November 2025 announcement where Samsung SDI indicated ongoing discussions to supply batteries to Tesla. Reports suggest the potential value of the battery supply for Tesla's ESS could reach 3 trillion won (approximately $2.08 billion). Industry analysts note that demand for ESS is rising significantly, driven by growth in the artificial intelligence sector, and Samsung SDI is positioning itself competitively in this market.