Tesla targets December tape out for AI6 chips as Samsung plans 2027 mass production

Musk says Tesla may 'tape out' next-generation AI6 chips in December

SEOUL, March 19 (Reuters) - Tesla (TSLA.O), opens new tab CEO Elon Musk said on Thursday that the automaker may be able to "tape out", a stage when a chip design is finalised and sent to a factory for production, its next-generation AI6 chips in December. Musk said last year ⁠that Samsung Electronics (005930.KS), opens new tab would make the AI6 chips, likely to be used in self-driving cars and humanoid robots at Tesla' new factory in Taylor, Texas, after the Korean company clinched a $16.5 billion deal to supply artificial intelligence chips to ⁠the electric car maker. "With some luck and acceleration using AI, we might be able to tape out AI6 in December," Musk ⁠said on his social media platform X, when asked when the chip would reach final ⁠design. A Samsung executive said on Wednesday that it plans to produce Tesla chips, ⁠based on Samsung's advanced 2-nanomete process, in the second half of 2027. Reporting by Hyunjoo Jin; Editing by Alexander Smith Our Standards: The Thomson Reuters Trust Principles., opens new tab * Suggested Topics: * Autos & Transportation * ADAS, AV & Safety * Sustainable & EV Supply Chain

Musk says Tesla may 'tape out' next-generation AI6 chips in December - The Economic Times

Tesla CEO Elon Musk said on Thursday that the automaker may be able to "tape out", a stage when a chip design is finalised and sent ⁠to ⁠a factory for production, its next-generation AI6 chips in December. Musk said last year that Samsung Electronics would make the AI6 chips, likely to be used in self-driving cars ⁠and humanoid robots at Tesla' new factory in Taylor, Texas, after ⁠the Korean company clinched a $16.5 billion deal to supply artificial intelligence chips to the electric car maker. "With some luck and acceleration using AI, we might be able to tape out AI6 in December," Musk said on his social media platform X, when asked ⁠when the chip would reach final design. A Samsung executive said on Wednesday that it plans to produce Tesla chips, based on Samsung's advanced 2-nanomete process, in the second half of 2027.

Tesla Expands Samsung AI6 Chip Deal, Signals Strategic Shift Toward Artificial Intelligence

The company plans to gain control over the technology that will drive its future. The move is getting attention because of its scale. It also raises questions about how it will impact Samsung's chip business in the long run. Tesla's partnership with Samsung has already established a major agreement, which is currently valued at between 16 billion and 17 billion dollars. The company now aims to expand its operations beyond its current activities. Samsung had initially planned to manufacture 16,000 AI6 wafers each month for . However, the latest information suggests that Tesla aims to increase its production to almost 40,000 wafers per month. The production increase highlights the chip's growing significance for the company. The upcoming will depend on the AI6 chip, which serves as its main component. The technology will enable Full Self-Driving operation and provide power to the Optimus robot and process essential artificial intelligence tasks at data centers. The chips will function as the central processing unit that will drive Tesla's mission forward. Tesla is securing supply at a massive scale to prevent future shortages. At the same time, it is building its own AI ecosystem rather than relying heavily on external partners.

Musk says Tesla may 'tape out' next-generation AI6 chips in December

SEOUL, March 19 (Reuters) - Tesla CEO Elon Musk said on Thursday that the automaker may be able to "tape out", a stage when a chip design is finalised and sent to a factory for production, its next-generation AI6 chips in December. Musk said last year that Samsung Electronics would make the AI6 chips, likely to be used in self-driving cars and humanoid robots at Tesla' new factory in Taylor, Texas, after the Korean company clinched a $16.5 billion deal to supply artificial intelligence chips to the electric car maker. "With some luck and acceleration using AI, we might be able to tape out AI6 in December," Musk said on his social media platform X, when asked when the chip would reach final design. A Samsung executive said on Wednesday that it plans to produce Tesla chips, based on Samsung's advanced 2-nanomete process, in the second half of 2027. (Reporting by Hyunjoo Jin; Editing by Alexander Smith)

Samsung to Start Mass-Producing Tesla Chips in Second Half of 2027

Samsung Electronics said Wednesday it expects to begin mass-producing artificial-intelligence chips for Tesla at its Texas semiconductor plant in the second half of 2027, following a multiyear deal signed last year. The South Korean tech giant is also seeking to expand its partnership with Advanced Micro Devices on next-generation AI memory and computing. Samsung shares rose 7.5% in Seoul, outperforming the Kospi's 5% gain. Jinman Han, head of Samsung's foundry business, told a shareholders meeting that collaboration with Tesla on autonomous driving and robots would be a great opportunity for its contract-manufacturing business to take a leap forward. "The next-generation Tesla chip is scheduled for mass production at the Taylor fabrication plant in the U.S. in the second half of next year, with both its design and manufacturing progressing smoothly," Han said, according to Samsung. Samsung signed a $16.5 billion multiyear deal with Tesla last July, a major win for its U.S. foundry business. Tesla Chief Executive Elon Musk confirmed the deal on X that Samsung's Taylor, Texas, facilities will produce Tesla's next-generation AI6 chip. Separately, Samsung said it signed a memorandum of understanding with Advanced Micro Devices to supply high-bandwidth memory, HBM4, for AMD's next-generation Instinct MI455X AI accelerators. The MI455X graphics processing unit will underpin AMD's Helios rack-scale architecture for next-generation AI infrastructure, the companies said. The agreement also covers potential supply of advanced memory solutions for AMD's sixth-generation EPYC processors. The companies also discussed a potential foundry partnership under which Samsung could provide contract chip manufacturing for next-generation AMD products.