---
title: "Not Just Taiwan Semiconductor: Elon Musk To Also Rely On Samsung For Tesla's AI Chips"
description: "Tesla's CEO Elon Musk announced a partnership with Samsung to co-produce the AI5 chip, previously thought to be solely manufactured by Taiwan Semiconductor. This shift marks a significant win for Sams"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/262431913.md"
published_at: "2025-10-23T11:51:22.000Z"
---

# Not Just Taiwan Semiconductor: Elon Musk To Also Rely On Samsung For Tesla's AI Chips

> Tesla's CEO Elon Musk announced a partnership with Samsung to co-produce the AI5 chip, previously thought to be solely manufactured by Taiwan Semiconductor. This shift marks a significant win for Samsung, which is investing in a new production hub in Texas. The demand for AI hardware is boosting Samsung's profits, with strong sales of High-Bandwidth Memory (HBM) driving growth. Meanwhile, Tesla's stock fell by 3.30% to $424.48, while Taiwan Semiconductor's stock rose by 0.84%.

**Tesla, Inc**. (NASDAQ:TSLA) chief **Elon Musk** announced that **Samsung Electronics Co., Ltd**. (OTC:SSNLF) will now co-produce the automaker’s next-generation artificial intelligence chip, the AI5.

The move signals a major win for Samsung as it vies for market share against the key contract chip manufacturer, **Taiwan Semiconductor Manufacturing Co**. (NYSE:TSM).

## Musk Revises Previous Manufacturing Plans

During Tesla’s third-quarter investor conference call on Wednesday, Musk explicitly corrected his own previous public statements, which had indicated that Taiwan Semiconductor would be the sole manufacturer for the AI5 chip, Bloomberg reported on Thursday.

***Also Read: Tesla’s AI And Robotaxi Push Could Add $1 Trillion, Analyst Says***

Tesla designs these specialized AI chips to power its autonomous driving features and its developing line of robots, using them alongside processors from **Nvidia Corporation** (NASDAQ:NVDA).

In July, Musk confirmed reports of a $16.5 billion deal for Samsung to manufacture Tesla’s future AI6 chip. At that time, he noted that while Samsung was already producing the older AI4 chip, Taiwan Semiconductor would handle the AI5—a plan that has now evolved to include both manufacturing giants.

While still a distant second to Taiwan Semiconductor, the South Korean firm is making substantial investments in a new production hub near Austin, Texas, where Tesla is also headquartered.

## AI Fuels Samsung’s Profit Surge

Samsung looks to report its largest quarterly profit in more than three years. The intense demand for AI hardware has significantly boosted sales of Samsung’s specialized High-Bandwidth Memory (HBM) while also constraining the supply and driving up prices for its core business of conventional memory chips.

**CLSA Securities Korea** and **Counterpoint** analysts attributed the success to several key factors. Samsung’s HBM shipments surged dramatically. This, combined with strong demand from both AI and general-purpose servers, has pushed prices for standard DRAM and NAND chips.

Looking ahead, Samsung is solidifying its market position for future growth. The company recently secured a critical win by getting its latest HBM chips approved for use in Nvidia’s advanced AI systems.

**Price Action:** TSLA stock was trading lower by 3.30% to $424.48 at last check Thursday. TSM was up 0.84%.

-   ***Is Amazon The Next Big AI Winner? One Analyst Thinks Wall Street Is Wrong***

*Photo by Frederic Legrand – COMEO via Shutterstock*

### Related Stocks

- [SSNGY.US - Samsung Electronics ](https://longbridge.com/en/quote/SSNGY.US.md)
- [TSLA.US - Tesla](https://longbridge.com/en/quote/TSLA.US.md)
- [TSDD.US - GraniteShares 2x Short TSLA Daily ETF](https://longbridge.com/en/quote/TSDD.US.md)
- [TSLL.US - Direxion Daily TSLA Bull 2X Shares](https://longbridge.com/en/quote/TSLL.US.md)
- [TSLQ.US - AXS TSLA Bear Daily ETF](https://longbridge.com/en/quote/TSLQ.US.md)
- [09366.HK - XI2CSOPTSLA-U](https://longbridge.com/en/quote/09366.HK.md)
- [07766.HK - XL2CSOPTSLA](https://longbridge.com/en/quote/07766.HK.md)
- [07366.HK - XI2CSOPTSLA](https://longbridge.com/en/quote/07366.HK.md)
- [TSLR.US - GraniteShares 2x Long TSLA Daily ETF](https://longbridge.com/en/quote/TSLR.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 三星高管：内存需求将持续到 2027 年，HBM4 客户反馈 “非常满意” | 三星电子芯片部门首席技术官表示，受人工智能推动的强劲需求影响，公司预计内存芯片的强劲需求将在今年持续并延续至明年。他特别指出，客户对三星下一代高带宽内存芯片 HBM4 的反馈” 非常满意”。此前有报道称，三星电子将在农历新年假期后率先启动全 | [Link](https://longbridge.com/en/news/275547909.md) |
| 马斯克情人节 “挥刀自宫”！为了一己私利，还是造福全人类？ | 马斯克宣布特斯拉将在情人节停售 FSD，改为 199 美元/月的会员模式，永久使用权需在此之前支付 8000 美元。特斯拉 AI5 芯片设计接近完成，算力提升 5 倍，目标是降低成本和功耗，支持未来的无人驾驶出租车和机器人。特斯拉还计划建设 | [Link](https://longbridge.com/en/news/275680196.md) |
| 反超三星、利润率盖过台积电：SK 海力士是如何问鼎 AI 存储领域 “隐形霸主” 的？ | SK 海力士过去 12 个月市值飙升 340%，已从债权人控制的 “僵尸公司” 逆袭为 AI 产业链定价者。其凭借 HBM 先发优势，在 AI 需求爆发的浪潮下，深度绑定英伟达与微软，拿下全球过半 HBM 份额；市占率超越三星，利润率超越台 | [Link](https://longbridge.com/en/news/275576275.md) |
| 马斯克的 “新大饼”：月球基地 | 马斯克以 “月球基地 Alpha” 新叙事替代火星计划，拟在月球制造并发射 AI 卫星以突破算力瓶颈。此举旨在整合 SpaceX 发射能力与 xAI 算力需求，打造差异化估值，虽技术壁垒极高，但为合并实体注入增长想象。 | [Link](https://longbridge.com/en/news/275864051.md) |
| 100GW，远超美国地面需求！特斯拉要扩的光伏产能，在为太空数据中心准备 | 大摩认为，特斯拉意在构建独立能源闭环。该产能主要服务于 “太空数据中心” 及保障供应链安全，而非单纯售卖组件。尽管面临数百亿美元资本开支，但 IRA 法案补贴和垂直整合优势有望带来千亿营收，并显著提升能源业务估值。 | [Link](https://longbridge.com/en/news/275545898.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
