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Strategic Analysis - Tesla's decision to entrust its AI 6 chip to Samsung, despite TSMC's technological superiority and Samsung's yield struggles, is a calculated move beyond immediate technical considerations [1] - Elon Musk's strategy involves anticipating future scenarios, prioritizing long-term strategic advantages over short-term technical risks [1] - Tesla is not solely focused on Samsung's current technology but rather on securing future production capacity and negotiating power [1] - Tesla anticipates that Samsung will dedicate significant resources to resolve technical challenges within two years after securing the order [1] - Tesla aims to foster competition for TSMC, preventing a single company from monopolizing critical technologies [1] Industry Impact - The move is interpreted as Tesla proactively creating a competitor for TSMC to avoid future supply chain bottlenecks [1] - Tesla is willing to accept current technical risks to ensure long-term strategic autonomy [1]