CNBC AI News, August 3rd – Tesla has reportedly inked a $16.5 billion deal with Samsung for the manufacturing of next-generation AI chips. The agreement specifies Samsung will produce these crucial chips, destined for use in Tesla’s electric vehicles and burgeoning robotics initiatives.
Morgan Stanley analysts, however, are downplaying the potential impact on industry titan TSMC. The investment bank estimates the deal will translate to a mere 1% revenue reduction for the Taiwanese semiconductor giant.
The collaboration between Tesla and Samsung is centered around the advanced AI6 chip, expected to leverage a cutting-edge 2nm manufacturing process. Mass production is tentatively slated for 2025.
Under the terms of the agreement, Samsung will fabricate the chips at its Austin, Texas facility. Elon Musk has reportedly indicated that he will personally oversee the chip production process, a testament to the strategic importance of this venture.
A Morgan Stanley research note highlights that despite Samsung securing the Tesla order, TSMC’s existing relationship with Tesla remains robust.
TSMC is expected to continue serving as a key chip supplier for Tesla, as well as for Musk’s AI venture, xAI. The analysts projected impact suggests Samsung’s gain will only nibble away at a small fraction, approximately 1%, of TSMC’s total revenue.
TSMC is anticipated to launch its A15 chip, built on a 3nm process, in January 2026, While Samsung’s A16 chip is not expected to commence production until 2027.
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