Korean engineer alleges Tesla pressed Samsung on AI chip pricing and poached talent
IT之家, citing Tweaktown, reported that a Korean semiconductor engineer alleged on X that Tesla sought sensitive manufacturing-process information and audit rights while pressing Samsung to lower prices in their AI chip foundry deal; the engineer also said Tesla's Terafab project poached many workers from Samsung's Taylor, Texas fab. The report said Tesla's AI5 chip is in trial production at the Taylor fab with mass production targeted for 2027, and that neither Tesla nor Samsung has confirmed or denied the allegations. It also noted that Musk recently praised Micron's pricing stance and hinted TSMC could participate in Terafab without taking equity or an operational role.
The allegations spotlight friction between AI chip designers and foundries over pricing, process data and talent as the AI compute race intensifies, though the claims remain unconfirmed by either company.