TSLA · News · 20260916N
Tesla $16.5B Chip Order
Tesla, Inc. · 2026-09-16 · Importance 52 · Surprise 42 · In source text
Tesla has a $16.5 billion foundry contract with Samsung Electronics for AI5 processors. Samsung began trial production of the AI5 processor on 2-nanometre lines at its Taylor, Texas facility during the week of September 16, 2026. Yield verification is underway, with full-scale supply expected to begin in 2027.
Key facts
- Tesla has a $16.5 billion foundry contract with Samsung Electronics. source
- Samsung started trial production of Tesla's AI5 processor on 2-nanometre lines at Taylor, Texas this week. source
- Yield verification for Samsung's trial production of Tesla's AI5 processor is under way before full-scale supply next year. source
- Samsung plans full-scale supply of Tesla's AI5 processor next year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| liability | negative | committed | -9.4% | Tesla has a $16.5 billion foundry contract with Samsung Electronics. |
| revenue | positive | probable | — | Samsung plans full-scale supply of Tesla's AI5 processor next year. |