Tesla CEO Elon Musk has clarified that Samsung Electronics will join TSMC in manufacturing the company's next-generation AI5 autopilot chipset. This corrects previous understanding that TSMC would be the exclusive producer of the AI5 chip, which is expected to enter mass production by the end of 2026. Samsung was already confirmed to produce the subsequent AI6 chip. The move to dual-source the AI5 chip is a significant strategic decision, aiming to secure the supply chain for a critical component that will power Tesla's future vehicles and its Optimus humanoid robot. Musk emphasized the goal is to create an "oversupply" of these advanced AI chips to support the company's ambitious expansion in both autonomous driving and robotics. The announcement underscores Tesla's focus on mitigating production risks and scaling its AI initiatives aggressively.
Tesla Taps Samsung to Co-Produce Next-Gen AI5 Chip, Clarifying Supply Strategy
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