Tesla is planning to more than double its orders of AI6 chips from Samsung. Last year, Tesla and Samsung signed a deal for Samsung to make 16,000 AI6 wafers per month. Now, Tesla has reportedly asked for an extra 24,000 wafers, bringing the total to 40,000 wafers per month.

The chips will be made at Samsung’s new factory in Taylor, Texas. The original contract lasts eight years and could earn Samsung about KRW 2-3 trillion per year. With the bigger order, Samsung’s revenue and profits could increase even more.

Tesla plans to use the AI6 chips in its self-driving cars, the Optimus robot, and Tesla’s AI data centers. The AI6 chips are expected to replace Tesla’s Dojo supercomputer, which runs several chips together on one server board.

Samsung Tesla

This year, Tesla is investing heavily in AI and robotics. The company said it will spend over $20 billion in 2026, almost double its usual annual spending of $8–11 billion. This shows Tesla is serious about improving its autonomous driving and robot technology.

Samsung and Tesla have worked together since 2019. Samsung made Tesla’s AI3, AI4, and part of AI5 chips. Now, AI6 production will return fully to Samsung. Tesla is also following a “No China, No Taiwan” policy for important parts, making Samsung’s Texas factory a safe choice.

The partnership is growing beyond chips. Samsung’s System LSI division has developed a 5G modem for Tesla cars, which will first be used in Texas robotaxis.

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