Mass production at Samsung's new Taylor, Texas facility may face delays until early 2027. The plant is designated to manufacture Tesla's next-generation AI5 and AI6 chips.
These processors are essential for Tesla's full self-driving (FSD) capabilities and the Optimus humanoid robot. While Samsung officially expects the facility to be operational by the end of 2026, new reports introduce uncertainty regarding this timeline.
A prolonged delay in chip supply could create a production bottleneck for Tesla's future product roadmap. This development potentially impacts the company's growth targets within the AI and robotics sectors.