Core Insights - Tesla's CEO Elon Musk announced that Samsung Electronics will play a larger role in the production of Tesla's automotive chips, indicating Samsung's entry into a market previously dominated by TSMC [1] - Musk clarified that both TSMC and Samsung will focus on the AI5 chip project, which is Tesla's current generation artificial intelligence chip [1] Group 1 - Samsung is set to share manufacturing responsibilities for Tesla's AI5 chip, expanding its involvement in the automotive semiconductor market [1] - The AI5 chip was initially expected to be produced solely by TSMC, highlighting a shift in Tesla's supply chain strategy [1] - Musk emphasized the importance of collaboration between TSMC and Samsung for the AI5 project during the third-quarter earnings call [1]
马斯克表示三星电子将和台积电一道生产特斯拉AI5芯片