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Samsung Nears Tesla AI5 Production at Texas Chip Plant

Samsung has finished adapting Tesla’s AI5 for its 2nm process, and sample production is expected to begin soon, officials said.

  • On Monday, Samsung Electronics completed designing Tesla's AI5 self-driving chip and is preparing production at its Taylor, Texas foundry using the latest 2nm process, according to industry officials.
  • Samsung had trailed TSMC on advanced-node yield for years, with the Taylor fab representing a multibillion-dollar bet to secure anchor customers after AI6 slipped six months due to 2nm yield issues.
  • A prototype bearing the marking "KR 2613" indicates Samsung's Korean lines were producing engineering samples in the 13th week of 2026, while the use of 2nm supports market assumptions that Samsung's yield has exceeded 60 percent.
  • Samsung's confidence in running AI5 on 2nm could establish it as a credible second source to TSMC at the leading edge, with recent reports suggesting Anthropic may also manufacture chips through Samsung Foundry.
  • Yet tape-out remains a milestone, not production readiness—Musk has stated Tesla requires hundreds of thousands of completed boards before volume switchover in mid-2027, nearly two years after AI5 was originally promised.
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(Seoul = Yonhap News) Reporter Kang Tae-woo = Samsung Electronics has officially begun preparations for the mass production of Tesla's next-generation artificial intelligence (AI) semiconductor, 'AI5'.

·Seoul, Korea (the Republic of)
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Drive Tesla Canada broke the news in Canada on Sunday, July 12, 2026.
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