Technology

Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy

Source

Tom's Hardware

Published

Nov 10, 2025

TL;DR

AI Generated

Elon Musk has confirmed that Tesla's AI5 and AI6 chips will be produced at both Samsung and TSMC, deviating from earlier suggestions of a one-fab strategy. Each foundry will create slightly different physical versions of the same design, with the goal of ensuring identical software functionality across both chips. Musk highlighted Samsung's slightly more advanced equipment but emphasized that Tesla will utilize both Samsung and TSMC for future chip generations. The dual-foundry strategy aims to meet Tesla's colossal AI semiconductor demand and provide flexibility in production and supply negotiations. Tesla plans to achieve a 2x performance increase with AI6 over AI5, with both chips expected to power FSD and other systems.

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Lexar regional manager says that RAM prices are expected to double by the end of the year — 'discounts' and stabilized prices result from distributors getting rid of old stock or sourcing products from other regions

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Huawei-led team claims it post-trained DeepSeek's 1.6-trillion-parameter model — 1,000 Ascend 910C chips used in training

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Tom's Hardware•

1 week ago

Lexar regional manager says that RAM prices are expected to double by the end of the year — 'discounts' and stabilized prices result from distributors getting rid of old stock or sourcing products from other regions

Tom's Hardware•

1 week ago

Taiwanese startup FormulaV Line wants to break into US market with two new unique cases — company expects products to become available on Newegg later this year

Tom's Hardware•

1 week ago

G.Skill explains how AMD EXPO ULL unlocks additional performance — expanded profiles allow memory makers to include subtiming tweaks for the first time

Tom's Hardware•

1 week ago

Huawei-led team claims it post-trained DeepSeek's 1.6-trillion-parameter model — 1,000 Ascend 910C chips used in training

Tom's Hardware•

1 week ago

Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy

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Lexar regional manager says that RAM prices are expected to double by the end of the year — 'discounts' and stabilized prices result from distributors getting rid of old stock or sourcing products from other regions

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G.Skill explains how AMD EXPO ULL unlocks additional performance — expanded profiles allow memory makers to include subtiming tweaks for the first time

Huawei-led team claims it post-trained DeepSeek's 1.6-trillion-parameter model — 1,000 Ascend 910C chips used in training

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Musk confirms Tesla AI5 and AI6 will be made at both Samsung and TSMC, reinforcing dual-foundry strategy

TL;DR

Similar Articles

Lexar regional manager says that RAM prices are expected to double by the end of the year — 'discounts' and stabilized prices result from distributors getting rid of old stock or sourcing products from other regions

Taiwanese startup FormulaV Line wants to break into US market with two new unique cases — company expects products to become available on Newegg later this year

G.Skill explains how AMD EXPO ULL unlocks additional performance — expanded profiles allow memory makers to include subtiming tweaks for the first time

Huawei-led team claims it post-trained DeepSeek's 1.6-trillion-parameter model — 1,000 Ascend 910C chips used in training