Sou Hu Cai Jing·2025-10-23 02:06Core Points - Tesla's CEO Elon Musk announced that Samsung Electronics is increasingly involved in manufacturing chips for Tesla, indicating Samsung's gradual entry into a market previously dominated by TSMC [1][3] - During Tesla's Q3 investor call, Musk revealed that Samsung will share the manufacturing responsibilities of Tesla's current generation AI chip, AI5, with TSMC, contradicting earlier statements that TSMC would be the sole producer [3] - Tesla relies on these AI chips to power its autonomous driving features and its early-stage humanoid robot product line, combining in-house chips with leading AI processors from NVIDIA [3] - Musk emphasized Tesla's goal of achieving "overproduction," allowing any unused chips for vehicles or robots to be utilized in the company's data centers [3] - In July, Musk announced a $16.5 billion agreement with Samsung for the production of the next-generation AI6 chip, marking a significant victory for Samsung's foundry business [3] - Despite being second to TSMC in the semiconductor foundry industry, Samsung is increasing investments in a production center near Austin, where Tesla's headquarters is located [4]