Friday, April 17, 2026

"Thank you for making our chips!" Elon Musk says thanks to Samsung Electronics

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2026-04-15 18:16:45
Updated
2026-04-15 18:16:45
Screenshot of Elon Musk, CEO of Tesla, on X.

Elon Musk, CEO of Tesla, marked the tape-out, or design completion, of the company’s next-generation artificial intelligence (AI) semiconductor, the AI5 chip, and expressed his gratitude to its manufacturers, Samsung Electronics and Taiwan Semiconductor Manufacturing Company Limited (TSMC).
On the 15th, Musk announced on his social media that the AI5 chip had completed its tape-out. Tape-out means the chip design has been finalized and sent for prototype production, indicating that the foundry has begun actual manufacturing.
Musk said, "I would like to thank TSMC and Samsung Electronics for helping bring this chip into actual production," adding, "This chip will be one of the most-produced AI chips in history." However, in doing so, he mistakenly tagged the account of Taiwan Semiconductor Company Limited (TSC), a different Taiwanese chipmaker with a similar name, instead of the real TSMC account.
Industry observers believe completion of the AI5 chip design could mark the starting point for an earnings recovery at Samsung Foundry. Samsung Electronics signed a supply contract worth about 23 trillion won with Tesla last July, and plans to produce Tesla’s AI5 chip and Tesla AI6 chip using advanced 2–3 nanometer-class (nm, one-billionth of a meter) process technology at its new Taylor, Texas plant, which is scheduled to begin operations at the end of this year.
The industry had initially expected most AI5 chip orders to go to TSMC. But as Musk has pledged large-scale mass production and a rapid nine-month design cycle, many now see Tesla as having opted to diversify production volumes across multiple foundries.
soup@fnnews.com Im Soo-bin Reporter