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Tesla Reportedly Moving Production of Its AI6.5 Chip from TSMC to Intel “Under Pressure and Insistence of the Trump Administration”

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Key summary

2 min read
  1. Tesla is reportedly considering moving its planned AI6.5 chip production from TSMC to Intel’s Arizona fabs.

  2. The potential shift comes after pressure from the Trump administration, but it is still only speculative.

  3. Tesla’s AI5 and AI6 chip programs remain tied to TSMC and Samsung for now.

  4. If it happens, the move would mark a major political and supply-chain shakeup and boost Intel’s foundry credibility.

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