Overview

• The agreement spans through 2033 and designates Samsung’s Taylor, Texas fab as the exclusive site for Tesla’s next-generation AI6 semiconductor production.
• Production is slated to begin in early 2026, with Tesla engineers embedded onsite to collaborate on yield optimization and line efficiency.
• Analysts estimate the pact will help offset over 5 trillion won in first-half 2025 losses at Samsung’s foundry business by boosting capacity utilization.
• By entrusting Samsung with AI6 manufacturing, Tesla diversifies its chip supply chain and positions Samsung to challenge TSMC’s lead in advanced-node contract fabrication.
• The Taylor project draws on U.S. CHIPS Act funding and advances U.S.–South Korea efforts to onshore strategic semiconductor manufacturing.