Tesla AI5 Supplier Ring

Samsung SF2T (reported); TSMC node not disclosed - Not disclosed - None; LPDDR5X reported

Dual-foundry: Samsung Taylor and TSMC 7 supplier rows: 0 with US volume today and 2 US planned.

Supplier ring for Tesla AI5: 4 components around the chip, each shaded by the most US status any of its suppliers has Logic die SAMSUNG FOUNDRY, TSMC Memory SK HYNIX, SAMSUNG Packaging NOT DISCLOSED Final test NOT DISCLOSED Tesla AI5 7 SUPPLIER ROWS MADE IN US SOME US VOLUME US PLANNED MADE ABROAD NOT DISCLOSED
Supplier rows
7
Memory suppliers
2
US now
0
US planned
2 (logic die)
Rack platform
None
Hub
Chips

At a glance

Chip Summary

Tesla AI5 at a glance
ItemValue
DesignerTesla
TypeAI inference SoC
Logic nodeSamsung SF2T (reported); TSMC node not disclosed
PackageNot disclosed
MemoryNone; LPDDR5X reported
StatusTaped out 2026; volume around 2027
Rack platformNone

Supplier ring

Who Makes Each Part

  • Made in US
  • Some US volume
  • US planned
  • Made abroad
  • Not disclosed
Supplier ring for Tesla AI5
ComponentSupplierRoleMade atUS statusEvidenceNotes
Logic dieSamsung FoundryPrimaryTaylor fab, Taylor, TX, USAUS plannedClaimed SourceSamsung SF2T (2nm) per SEDaily; tape-out done spring 2026; prototypes marked KR2613 came from a Korean line; volume around 2027
Logic dieTSMCSecond sourceFab 21 Arizona and Taiwan fabs, Phoenix, AZ, USAUS plannedCommitted SourceMusk (Nov 2025): slightly different AI5 versions at TSMC and Samsung; node not disclosed; Hankyung lists TSMC Taiwan and Arizona
Logic dieLogic die (prototype)Samsung FoundryPrimaryKorean foundry line, South KoreaMade abroadClaimed SourcePrototype marking KR2613 (week 13 of 2026)
MemoryDRAMSK hynixPrimaryNot disclosed, South KoreaMade abroadClaimed SourceHankyung report; conflicts with the Samsung LPDDR5X report
MemoryDRAMSamsungSecond sourceNot disclosed, South KoreaMade abroadClaimed SourceLPDDR5X per Newsis; conflicts with the SK hynix report
PackagingAdvanced packagingNot disclosedPrimaryNot disclosedNot disclosedInferredNo packaging supplier reported
Final testNot disclosedPrimaryNot disclosedNot disclosedInferred

US share

What Is Made, or Planned, in the US

  • Logic die: Samsung Foundry, Taylor fab (us planned). Samsung SF2T (2nm) per SEDaily; tape-out done spring 2026; prototypes marked KR2613 came from a Korean line; volume around 2027
  • Logic die: TSMC, Fab 21 Arizona and Taiwan fabs (us planned). Musk (Nov 2025): slightly different AI5 versions at TSMC and Samsung; node not disclosed; Hankyung lists TSMC Taiwan and Arizona

Record

Dataset Record

Dataset
Supplier ring for Tesla AI5: 7 rows from sx_chip_rings
Sources
Source link on each row
Last verified
2026-10