<p>➀ Tesla signs a $16.5 billion deal with Samsung to produce next-gen AI6 chips at Samsung's Taylor, Texas fab, with Elon Musk emphasizing the strategic importance of the collaboration;</p><p>➁ Samsung's 2nm yield struggles and TSMC's dominance in 2nm technology led major clients like Apple and AMD to choose TSMC, leaving Samsung's Texas fab initially without customers;</p><p>➂ Construction of the Texas fab, 90% complete but unequipped due to lack of demand, has now secured Tesla's order and delayed its operational timeline to 2026.</p>