Tesla(US:TSLA) Feng Huang Wang·2025-07-28 22:54Group 1 - Samsung Electronics announced a $16.5 billion chip foundry agreement with Tesla, confirmed by Elon Musk [1] - This collaboration allows Tesla to participate in wafer foundry business at a low cost, enhancing its chip design capabilities and bargaining power with foundries [1] - The partnership is seen as a strategic advantage for Tesla, as it will increasingly rely on advanced chips for its future projects [1] Group 2 - Samsung will produce the next-generation AI6 chip for Tesla at a new factory in Texas, with mass production expected in 2027 using Samsung's 2nm process technology [2] - The current yield rate for Samsung's 2nm process is 40-45%, lower than TSMC's 70% and Intel's 50-55%, raising concerns about the feasibility of timely production [2] - If the AI6 production does not meet expectations, Tesla can revert orders to TSMC, but its existing advantages in AI should mitigate risks associated with delays [2]