Samsung Starts Trial Production of Tesla AI5 Chips on 2nm Process

Key Facts

1Samsung Electronics has started trial production of Tesla's AI5 processor using 2-nanometer technology at its Taylor, Texas facility.

2The foundry contract with Tesla is valued at approximately $16.5 billion, with full-scale supply expected next year.

Amid the intensifying race for leadership in the AI semiconductor sector, Samsung Electronics has commenced trial production of Tesla's AI5 processor. The company is utilizing its advanced 2-nanometer technology at its Taylor, Texas facility to execute this project. According to reports, the foundry contract with Tesla is valued at approximately $16.5 billion, with full-scale supply expected to begin next year.

This move comes as Samsung aims to prove its chipmaking yields and economic viability to investors by securing high-profile foundry contracts. Per market data, SMSN.L shares closed at 4536 (close September 14, 2026), while TSLA shares stood at $356.58 (close September 15, 2026). This strategic collaboration reflects Samsung's ambition to compete with industry leaders in the global foundry market.

Traders are currently monitoring Samsung's ability to transition from trial production to large-scale supply, which will serve as a critical test for its 2nm process. With TSLA shares at $356.58, the market awaits updates regarding the efficiency of the new chips. As there are no major upcoming economic catalysts directly related to this sector in the immediate calendar, focus remains on technical reports from the Texas facility.