Samsung prepares to manufacture Tesla's AI5 chip
Samsung Electronics has begun preparing to manufacture Tesla's next-generation AI chip, the AI5, after a Samsung executive's LinkedIn post said the chip completed tape-out. The chip, designed to power Tesla's Full Self-Driving system, Optimus robots and AI data centers, is planned to be fabricated on Samsung's 2-nanometer process at the company's Taylor, Texas foundry. The Taylor plant is slated to begin initial operations later this year, with mass production for major customers including Tesla expected in 2027, which could affect Tesla product timelines and Samsung's foundry workload.
Samsung will make Tesla's AI5 using a 2-nanometer process.
Context
A Samsung executive posted that Tesla's AI5 finished tape-out. Tape-out is the final design step before mass production. The Taylor plant will start initial operations later this year and may begin mass production for Tesla in 2027.
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