Samsung and TSMC to Co-Produce Tesla’s AI5 Chip Amid Robotaxi Push
Tesla has diversified its semiconductor supply chain by enlisting both Samsung and TSMC to manufacture its next-generation AI5 chip. The strategic shift comes as CEO Elon Musk accelerates plans for the company's robotaxi program, ensuring production capacity and supply chain resilience for critical autonomous driving hardware.
Samsung's expanded role marks a significant entry into automotive chip production, challenging TSMC's dominance in advanced semiconductor manufacturing. The dual-supplier approach mitigates geopolitical risks while leveraging both foundries' technological capabilities—TSMC's market leadership and Samsung's aggressive investments in chip fabrication.
The AI5 processors will power Tesla's autonomous vehicle ambitions, with production scaling timed to meet anticipated robotaxi demands. This MOVE reflects broader industry trends of tech-auto convergence and supply chain redundancy in critical components.
