Sou Hu Cai Jing·2025-10-23 07:32Core Viewpoint - Tesla's CEO Elon Musk announced that Samsung Electronics is increasingly involved in manufacturing Tesla's chips, indicating Samsung's gradual entry into a market traditionally dominated by TSMC [1] Group 1: AI Chip Manufacturing - 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 his earlier statement 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] Group 2: Production Strategy - Musk stated that Tesla is striving for "overproduction," allowing any unused chips for cars or robots to be utilized in the company's data centers [4] - In July, Musk mentioned that Tesla would commission Samsung to produce the next-generation AI6 chip, with a significant agreement valued at $16.5 billion (approximately 117.07 billion RMB) signed between the two companies [4] Group 3: Samsung's Position in Semiconductor Industry - Despite being significantly behind TSMC in the semiconductor foundry industry, Samsung is increasing investments in a production facility near Austin, where Tesla's headquarters is located [5]