Tesla chief Elon Musk said on Monday his company is working with the South Korean giant to produce the next-generation AI6 chip at Samsung’s Texas fab. (Photo: MediaNews Group/Orange County Register via Getty Images) https://t.co/NDINiKHaQm https://t.co/w1H7lA05af ...

Tesla has tapped Samsung to manufacture its next generation AI6 chip. The multi-year deal is worth 16.5% billion dollars for Samsung. CEO Elon Musk is clearly sending a statement here to investors that its future will be all about driverless cars and robots, even if that means more short-term profit pain.>> This is uh to kind of help out with the the whole self-driving vehicle push that Tesla is going through right now. They currently source chips from Samsung for this A16 chip that's part of this larger pu ...

For Elon Musk and Tesla, this represents a valuable opportunity to gain real-world foundry experience at an exceptionally low cost — something TSMC would never allow. It enables Tesla to enhance its chip design capabilities, particularly in manufacturability, while also gaining deeper manufacturing knowledge, which will give them more leverage in future negotiations with foundries. In the long run, Elon Musk's businesses will only demand more advanced chips, so acquiring core manufacturing expertise becomes ...

對Elon Musk與Tesla，這是一個很好的機會，能用極低的成本實際參與晶圓代工業務 （台積電不可能允許這種要求)。這能提升晶片設計的能力 (特別在量產性方面)，且因更熟悉製造know-how也有未來利對晶圓廠的議價力。未來Elon Musk的旗下事業，只會使用更多更先進的晶片，長期來看，掌握更多晶片製造的核心技術是一種策略優勢。Tesla AI6晶片目前預計在2027量產，將採用Samsung的2奈米 (SF2) 先進製程。SF2目前的良率40-45%，低於台積電N2的70%以上與Intel 18A的50-55%。Elon Musk的執行力無庸置疑，且SF2因採用與SF3相同的GAA技術故有利量產，但即便如此，還是很難預測Samsung能否用SF2順利如期量產AI6。如果AI6生產不如預期，對Tesla最壞的狀況就是將訂單轉回台積電並承受AI6延期帶來的影響，但Tesla在真實世界AI的優勢應可顯著降低AI6延期的風險，且Elon Musk與Tesla仍可受惠於提升晶片設計能力與晶圓製造know-how。對Samsung來說，反正最壞就現在這樣，也不會更差，因此不仿一試。所以這樣的合作，對雙方來說都是風 ...

Two particular lines in Elon Musk's posts about Tesla's new chip deal highlight just how far his "founder mode" approach extends. In this case, right down to his stated terms of Tesla's manufacturing agreement with Samsung. In a $16.5 billion deal, Samsung will produce Tesla's new AI6 chip from the manufacturing plant it is building in Taylor, Texas, which is expected to open in 2026.Located outside of Austin, Samsung's plant is close to where Musk moved in 2020, and where his company Tesla later moved in ...

Tesla chief Elon Musk said on Monday his company is working with the South Korean giant to produce the next-generation AI6 chip at Samsung’s Texas fab. (Photo: MediaNews Group/Orange County Register via Getty Images) https://t.co/Sk5F8CCkV5 https://t.co/CLmxPmVMLk ...

🚨 Elon confirms Tesla’s $16.5B+ AI6 chip deal with Samsung, hinting at major ramp in production. $TSLAElon Musk (@elonmusk):@tetsuoai The $16.5B number is just the bare minimum. Actual output is likely to be several times higher. ...

RT Elon Musk (@elonmusk)Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate.Samsung currently makes AI4.TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona. ...

Core Insights - Tesla has entered into a significant deal with Samsung for the manufacturing of its next-generation AI chip, valued at $16.5 billion, which will enhance Samsung's semiconductor business [1][2] Group 1: Deal Details - The contract with Samsung will span multiple years and is set to run until the end of 2033, with production beginning in 2026 at Samsung's new semiconductor plant in Taylor, Texas [1] - Elon Musk emphasized the strategic importance of this partnership, indicating that Samsung's Texas facility will be dedicated to producing Tesla's AI6 chip [1][2] Group 2: Manufacturing Efficiency - Tesla will assist Samsung in maximizing manufacturing efficiency, although specific details on the nature of this assistance were not disclosed [2] - Musk mentioned his personal involvement in overseeing the production line to expedite progress [2] Group 3: Current and Future Chips - Samsung currently manufactures Tesla's AI4 chip, which powers the Autopilot feature in Tesla vehicles [2] - Tesla has completed the design for the AI5 chip, which will be produced by TSMC, and is expected to have approximately ten times the capability of the AI4 chip [2] Group 4: Market Reaction - Following the announcement of the deal, Samsung Electronics' shares rose by 6.22%, reaching $50.6 (KRW 70,000) [3]

Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate.Samsung currently makes AI4.TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona. ...