Tesla (NASDAQ: TSLA) has entered into a $16.5 billion agreement with Samsung Electronics to manufacture its next-generation AI6 inference chips at Samsung’s Texas fabrication facility. These advanced chips will power Tesla’s autonomous vehicles, humanoid robots, and AI data centers. The contract is set to run through 2033.
Following the announcement, Graphjet Technology (Nasdaq: GTI)—a producer of graphite and graphene—reported that it stands to gain from the expanded U.S. semiconductor manufacturing. Graphjet is planning a new production plant in Nevada to serve this growing market. CEO Chris Lai noted that demand has already begun to accelerate, with client visits and sample requests underway.
Analysts believe this deal enhances Samsung’s domestic chip production capabilities and reduces Tesla’s reliance on overseas suppliers, while creating a ripple effect across the supply chain, including materials suppliers like Graphjet.
This agreement is significant not only for Tesla and Samsung but also for stakeholders across the semiconductor ecosystem—highlighting a shift toward localized AI chip production and opportunities for related suppliers.
The post Tesla and Samsung Confirm $16.5 Billion Chip Deal; Graphjet Technology Could Benefit appeared first on PRISM MarketView.
