Key facts
- Samsung Electronics is preparing to manufacture Tesla's AI5 chip.
- The AI5 chip has completed its tape-out process, signifying the final design stage before mass production.
- This chip is intended for Tesla's Full Self-Driving system, Optimus humanoid robots, and AI data centers.
- Production will occur at Samsung's 2-nanometer process facility in Taylor, Texas.
- Mass production for Tesla is anticipated to commence in 2027.
Samsung Electronics has initiated preparations to manufacture Tesla's next-generation artificial intelligence (AI) chip, referred to as the AI5. This development follows a recent social media post by a Samsung executive indicating that the AI5 chip had successfully completed its tape-out process, which is the final stage of chip design before mass production.
The AI5 chip is custom-designed by Tesla to power its Full Self-Driving (FSD) system, its Optimus humanoid robots, and its AI data centers. According to industry sources, the chip will be manufactured using Samsung's advanced 2-nanometer process technology at its facility in Taylor, Texas. Integration into Tesla's upcoming products is expected in the near future.
This disclosure provides the first detailed production timeline for Samsung's manufacturing of Tesla's AI5 chip. The Taylor foundry is projected to commence initial operations later this year, with full-scale mass production for key clients, including Tesla, slated to begin in 2027.