Overview

• South Korean outlet BusinessPost is cited in multiple reports claiming Samsung is being considered to manufacture xAI’s first custom AI chip.
• xAI recently posted a job listing for a custom silicon developer, signaling work toward in‑house ASICs for its AI workloads.
• Tesla has a confirmed $16.5 billion deal with Samsung to produce AI6 chips at the Taylor, Texas fab, and Elon Musk has said the figure could grow.
• Reports highlight Samsung’s push to ramp 2nm production and to introduce the node at its Texas facility as U.S. customers prioritize domestic manufacturing.
• Any xAI order would likely be worth billions, with Samsung competing against TSMC for advanced AI chip contracts.