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2026-07-14·SAMSUNG·design win
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Samsung Foundry has secured a significant design win with Tesla's AI5 chip, which recently taped out on Samsung's...

Samsung Foundry has secured a significant design win with Tesla's AI5 chip, which recently taped out on Samsung's 2nm-class process.

window 60devidence 3confidence score 100price 005930.KS $285000.00

confidence score

Strong evidence: 3 independent source classes support this read.

100
medium confidence3 independent source classesothernewspasses publish gate
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005930.KS has already moved up +38% over the recent 30-90 day window.

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as of 2026-07-107d n/a45d n/a90d +38%yahoo

signal brief

Samsung Foundry has secured a significant design win with Tesla's AI5 chip, which recently taped out on Samsung's 2nm-class process. The chip will be manufactured at Samsung's Taylor fab, as disclosed by principal engineer James Kim on LinkedIn. This follows Tesla's earlier tape-out at TSMC, positioning Samsung as a second source for a key AI accelerator. The AI5 chip is expected to be integrated into Tesla's newest products soon.

What the sources said:

  • James Kim (Principal Engineer at Samsung Foundry via LinkedIn): 'The Tesla-Samsung AI5 chip has reached tape-out. It is scheduled to be manufactured at the Taylor fab using our latest 2nm process and will soon be integrated into Tesla's newest products.'
  • Tom's Hardware reports: 'Tesla's AI5 with 2nm-class node tapes out at Samsung Foundry — production starts soon, months after TSMC tape out.'
  • The article notes Elon Musk demonstrated the first sample in mid-April and confirmed concurrent production at both TSMC and Samsung.

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