Tesla is planning a significant production increase for its new AI6 chips and is in talks with Samsung Electronics to expand manufacturing capacity. According to industry sources, Tesla's procurement team will visit the South Korean manufacturer this week to discuss scaling up production volumes. The chips in question are 2-nanometer processors that Tesla views as a versatile computing platform for various company products.

The AI6 chips will be used not only in electric vehicles but also in robotaxis, robots, and data centers. Sources indicate that Tesla previously placed an order with Samsung for about 16,000 wafers per month. However, additional demand could boost production by roughly 24,000 wafers monthly.

This growing need stems from Tesla's expanding autonomous driving and artificial intelligence projects. More powerful computing systems are required to process the vast amounts of data used to train autopilot algorithms. Additionally, Samsung has already completed development of a 5G modem for Tesla, with component deliveries scheduled to begin in the first half of 2026.

The first devices are planned for installation in Tesla robotaxis operating at the company's Texas factory. This active development of proprietary chips demonstrates Tesla's increasing transformation into a technology company. In the future, computing power and software could become key advantages in the autonomous transportation race.