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DIGITIMES ASIA Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

  • Tesla and Samsung have finalized a US$16.5 billion chip agreement for Tesla's next-gen AI6 chips, utilizing Samsung's Texas fab to enhance their production capabilities.
  • The deal provides Tesla with customized supply chain support, while Samsung aims to expand its client base and enhance its foundry credibility.
  • This partnership is described as a strategic collaboration focusing on supply chain integration and foundry development, essential for both companies' future ambitions.
  • The alliance offers Tesla flexibility, risk diversification, and increased bargaining power through integrated supply chain support.
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BenzingaBenzinga
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DIGITIMES ASIA Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

TAIPEI, Sept. 18, 2025 /PRNewswire/ -- Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas fab set to produce Tesla's next-gen AI6 chips. Tesla gains customized supply chain support, while Samsung strengthens its foundry credibility and expands its external client base. Following an announcement by Samsung of a US$16.5 billion foundry deal with an unnamed client, Tesla CEO Elon Musk confirmed on soc…

·New York, United States
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Benzinga broke the news in New York, United States on Friday, September 19, 2025.
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