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Core Viewpoint - Tesla's CEO Elon Musk is aggressively advancing the company's chip manufacturing plans, establishing a dedicated office at Samsung's Texas wafer plant to oversee chip production processes and enhance decision-making efficiency [2][3]. Group 1: Chip Manufacturing Strategy - Tesla is actively pursuing a customized chip production strategy, integrating Samsung and TSMC into its core supply chain [2]. - The company aims to establish an independent chip supply chain to meet its projected demand of 100 billion to 200 billion chips annually, as part of Musk's vision for a "TeraFab" [2]. - Tesla has become Samsung's largest partner in the U.S. market, with a collaboration agreement worth up to $16.5 billion for comprehensive semiconductor ecosystem support [3]. Group 2: Geopolitical Considerations - Musk emphasizes the importance of "stability" in chip supply, expressing concerns about the long-term feasibility of relying on TSMC due to geopolitical factors [3]. - The company is looking to build a dedicated chip supply system from the ground up, aligning with the U.S. semiconductor industry transformation efforts [3]. Group 3: Competitive Landscape - Tesla's customized chip plans face increasing competition from other electric vehicle manufacturers, such as Rivian, who are also investing in in-house chip development [3]. - Musk has stated that Tesla's AI5 and AI6 chips will have a unique product positioning in the market [4].