Tesla and Samsung Forge $16.5B AI Chip Alliance
Tesla has officially secured a massive $16.5 billion semiconductor supply deal with Samsung Electronics, as confirmed by Elon Musk in a recent X post. The agreement, effective from July 2025 through 2033, will see Samsung’s cutting-edge Texas fab exclusively produce Tesla’s next-gen AI6 chips, marking a pivotal shift in the EV and AI hardware race. Musk emphasized the deal’s strategic significance, noting Tesla’s hands-on role in optimizing Samsung’s manufacturing efficiency—a collaboration that could expand beyond the disclosed value.
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Despite initial secrecy around the counterparty, Musk’s revelation sent Samsung’s shares soaring 6%. The deal underscores Tesla’s aggressive push into AI-driven autonomy. Samsung, trailing in high-bandwidth memory (HBM) against rivals SK Hynix and Micron, aims to rebound with this Tesla pact and its upcoming 2nm node production.
As the AI chip wars intensify, Tesla’s partnership could be a game-changer, potentially reshaping supply chain dynamics and accelerating Full Self-Driving (FSD) advancements.
Information Source: cnbc
