Evidence item

Reuters documents Tesla’s dependence on external Samsung and TSMC foundries for multiple chip generations, contradicting the stronger claim that Tesla already controls a supply chain down to raw sand and is the world’s most vertically integrated company. DIRECT_TEXT

Authenticity UNVERIFIED · extraction UNVERIFIED · independence group none (unreviewed) · created seq 12151

Source: Tesla-Samsung $16.5 billion supply deal may spur chipmaker’s US contract business · locator {} · excerpt hash sha256:56de88be87dd3c71b48c00c3068d5a4841fd2ec06c0bb83f97d6d81d4e267f75

Tesla has signed a $16.5 billion deal to source chips from Samsung Electronics. ... Samsung currently makes Tesla's AI4 chips, while TSMC is slated to make the AI5, initially in Taiwan and then Arizona. ... Samsung's Texas project is central to its strategy to expand contract chip manufacturing.