- Start
- Jul 28, 202590% CONFIDENCEfrom the source
- End
- Dec 31, 203390% CONFIDENCEfrom the source
Tesla Signs a $16.5 Billion Deal for Samsung to Make Its AI6 Chip in Texas
- Samsung Electronics disclosed in a Korean regulatory filing on 28 July 2025 a $16.5 billion contract to supply chips to an unnamed large global company, effective 26 July 2025 and running to 31 December 2033[1]
- Elon Musk confirmed on X that the customer is Tesla: 'Samsung's giant new Texas fab will be dedicated to making Tesla's next-generation AI6 chip'[1][2]
- Musk said Samsung already makes AI4, TSMC will make AI5 (just finished design) in Taiwan then Arizona, and called the $16.5 billion 'the bare minimum'[1][2]
- Samsung agreed to let Tesla help maximise manufacturing efficiency, and Musk said he would walk the line himself[1][2]
- AI6 is meant to run Tesla's self-driving software in cars, its Optimus robots and data centres[2]
- Samsung's shares rose over 6% that Monday to their highest since September 2024[1]
- The Taylor plant, first due in 2024, covers more than 1,000 acres and got up to $4.75 billion in CHIPS Act support; analysts expect about 2.5 trillion won a year from the deal, likely on Samsung's 2 nm process[2][3]
References 388% CONFIDENCEOverall confidence: 88%How well the pin's source and references back up its dates.Weighted average of how firmly 3 references, the source included, support the pin's start and end times; a reference counts half as much for every 180 days older than the newestShow all pins at 75% confidence or better
The first entry is always the pin's source. Overall confidence is a weighted average of how firmly each reference supports the start and end times used above; a reference counts half as much for every 180 days older than the newest.
- [1]90%cnbc.com/2025/07/28/samsung-electronics-new-chip-supply-contract.htmlcnbc.com· Posted Sep 28, 2026· Starts Jul 28, 2025 ✓· Ends Dec 31, 2033 ✓· 72% of score
CNBC, 28 July 2025: Samsung's filing 'mentioned... that the effective start date of the contract was July 26, 2025 — receipt of orders — and its end date was Dec. 31, 2033', and Musk confirmed Tesla as the counterparty that day; the pin starts on the disclosure and ends at the exclusive boundary after 31 December 2033.
- [2]85%Austin-based Tesla taps Samsung for $16.5B chip deal in Texasstatesman.com· Published Jul 28, 2025· 14% of score
Austin American-Statesman: Musk called $16.5 billion 'just the bare minimum'; the Taylor plant spans 6 million sq ft on more than 1,000 acres, is expected to employ about 2,000, got up to $4.75 billion under the CHIPS Act and is part of Samsung's $37 billion Central Texas investment.
- [3]80%Samsung clinches $16.5 billion chipmaking deal from Teslakedglobal.com· Published Jul 28, 2025· 14% of score
Korea Economic Daily: analysts expect about 2.5 trillion won a year to the end of 2033, about 10% of Samsung's foundry revenue, likely on its 2-nanometer process, as Samsung ramps up its Taylor site.[1]
Suggest a correction
Something missing or wrong? Say it in your own words: a link that backs this pin up, a different start or end date and why, or a fact it lacks or gets wrong. The AI checks it against this pin's sources, searches for better ones, and adds any page that backs you up. The pin's own sources still count most. A picture that shows something else, or shows it badly, is looked at too, and moved down or replaced.
