On July 28, 2025, Elon Musk, Tesla’s CEO, shared big news on X: Samsung Electronics will make Tesla’s next-gen AI6 chip at its Texas factory. He called it super important, saying, “The strategic importance of this is hard to overstate.” The $16.4 billion (22.8 trillion won) deal, Samsung’s biggest chip order ever, will run until December 2033. It’s这个人
Samsung making Tesla’s AI6 chip? That’s a huge win for them!
What’s the AI6 Chip?
The AI6 chip is built to be small but powerful, perfect for Tesla’s humanoid robots, self-driving cars, and AI data centers. Musk said Samsung, which already makes Tesla’s AI4 chip, will let Tesla help make production faster and better. Meanwhile, Taiwan’s TSMC, who just finished designing Tesla’s AI5 chip, will start making it in Taiwan. This deal is a big boost for Samsung’s foundry business, which has been losing ground to TSMC.
A chip for robots and cars? That sounds so cool!
Samsung’s Big Win
Samsung announced the massive deal on July 28, without naming Tesla, but Musk confirmed it. The contract is worth 7.6% of Samsung’s 2024 revenue of 300.9 trillion won. It’s a lifeline for Samsung’s foundry division, which lost over 5 trillion won ($3.63 billion) in the first half of 2025, struggling to keep up with TSMC, who works with big names like Apple and Nvidia. Samsung’s Texas plant, set to produce the AI6 chip, has faced delays, but this could get it back on track. It shares jumped over 4% after the news.
Samsung’s stock went up? This deal’s a game-changer!
Why It Matters
This $16.4 billion deal helps Samsung compete with TSMC, the world’s top chip maker, and strengthens South Korea-U.S. tech ties, especially with trade talks ongoing. Musk said he’ll personally work to speed up production at Samsung’s Texas plant, which is near his home.
Tesla and Samsung teaming up? That’s huge for tech!
The Big Picture
The AI6 chip deal is a big step for Tesla’s plans in AI, robots, and self-driving tech. For Samsung, it’s a chance to recover losses and grow its Texas plant. The chip’s power could change how robots and cars work, and the deal could boost jobs in Texas.
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