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Samsung will begin mass production of Tesla's AI6 chip at its Texas foundry in H2 2027, per a $16.5B multiyear deal confirmed in July. The chip is expected to power Tesla's advanced autonomy systems, though DeepX's DX-M2 NPU production has been pushed back ~6 months, potentially affecting timelines.
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00:00It's Benzinga bringing Wall Street to Main Street.
00:02Samsung Electronics said it will begin mass production of chips for Tesla in the second
00:06half of 2027 at its Texas factory, according to Reuters. The announcement was made by Han
00:12Jean Mann, the president and head of foundry business at Samsung Electronics, at a shareholder
00:18meeting. Earlier reports said changes to Samsung's production schedule may delay DeepX's next
00:23generation NPU, which also affects Tesla. The NPW run for the DX M2 chip has been pushed back about
00:30six months from April. Tesla confirmed a $16.5 billion multi-year deal with Samsung in July to
00:37manufacture its AI6 chip in Texas. Analyst Ming-Chi Kuo called the partnership a valuable opportunity
00:43for Tesla. Gene Munster said the AI6 chip will support advanced autonomy, while Musk said current
00:49production timelines are too slow. For all things money, visit Benzinga.com.
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