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The Tesla AI5 chip manufacturing is now being split between Samsung and TSMC as Elon Musk moves forward with robotaxi deployment. Tesla CEO Elon Musk announced that Samsung Electronics will actually share production duties with Taiwan Semiconductor Manufacturing Company for the AI5 chip, which helps diversify the company’s semiconductor supply chain. This strategic move supports Tesla’s autonomous vehicle ambitions and also marks Samsung’s growing role in the automotive chip market right now. Tesla AI5 Chip Powers Samsung, TSMC, and Musk’s Robotaxi Vision Source: Wikimedia Commons Dual Manufacturing Strategy for Tesla AI5 Chip Source: TechBuzz.ai Musk revealed during an investor conference call that Samsung is taking a bigger role in making Tesla’s chips. Samsung joins Tesla’s AI5 chip production, shifting strategy from TSMC’s solo role. This dual-supplier approach actually helps Tesla deal with supply chain risks and makes sure production capacity can me...

TSMC stock soared when the chipmaker announced a 39% increase in profits in the third quarter of 2025. TSM shares soared to record highs when TSMC reported net income of NT$325.3 billion ($10.1 billion), in fact, exceeding the expectations of analysts. TSM earnings and the strong results showed the strength of AI chip demand that is currently driving semiconductor growth. TSMC stock price intraday chart showing surge – Source: CNBC AI Boom Powers Massive TSMC Stock Rally After TSM Earnings Beat Source: CNBC September quarter revenue was NT$759.69, an increase of 36.5 percent over the same period of the previous year. TSMC was also enjoying a high demand of both 3-nanometer and 5-nanometer chips that were used in artificial intelligence applications. The September 2025 revenue was NT$330.98 billion and this was 31.4 percent higher than September 2024. CEO C.C. Wei also said that: “Recent developments in AI market continue to be very positive. Thus, our conviction in the AI me...