Tesla(US:TSLA) 智通财经网·2025-07-28 06:42Group 1 - Tesla has signed a semiconductor supply agreement worth $16.5 billion with Samsung Electronics, confirmed by both parties [1] - The agreement will focus on the production of Tesla's next-generation AI6 chips at Samsung's new wafer plant in Texas, which is strategically located near Musk's residence [1] - The contract is effective from July 26, 2024, and will last until December 31, 2033, highlighting a long-term partnership [1] Group 2 - Samsung, while being the second-largest foundry globally, is lagging in the high-bandwidth memory (HBM) chip market compared to competitors like SK Hynix and Micron Technology [2] - The delay in Samsung's plan to obtain NVIDIA's HBM chip certification until at least September further hampers its competitive position [2] - Samsung is expected to report a significant decline in profits in its upcoming second-quarter earnings announcement [2]