Tesla's Autonomous Driving Strategy Shift - Tesla is reportedly disbanding its Dojo supercomputer team, impacting its in-house chip development efforts for autonomous driving [1] - Approximately 20 employees from the Dojo team have reportedly moved to DensityAI, with remaining staff reassigned within Tesla [1] - Tesla plans to increase reliance on external technology partners, including NVIDIA and AMD for computing resources [1] - Tesla has reportedly selected Samsung Electronics for chip manufacturing [1] Semiconductor Industry Dynamics - Samsung Electronics announced a 228 trillion Korean Won (~$170 billion) chip production agreement with a client, spanning until the end of 2033 [1] - Elon Musk confirmed Samsung's Texas factory will produce Tesla's next-generation AI6 chip [1] - TSMC will initially produce the AI5 chip in Taiwan, followed by production in Arizona [1] - Samsung Electronics' stock experienced a daily increase of nearly 6% [1]