United Kingdom, Oct. 23 -- Tesla is doubling up on chip suppliers.
On the company's Q3 earnings call, CEO Elon Musk said Samsung Electronics will share manufacturing duties for Tesla's current-generation AI5 processor - marking a notable shift from earlier signals that TSMC would be the primary foundry.
Musk told investors: "We're actually going to focus both TSMC and Samsung initially on AI5",framing a dual-foundry strategy aimed at securing capacity for Tesla's autonomy and robotics roadmap.
The move follows Tesla's $16.5 billion multiyear pact with Samsung, announced in July, to build next-gen AI6 chips in Texas - seen as a marquee win for Samsung's foundry unit as it pushes to close the gap with market leader TSMC.
Musk previously...
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