NuAxiSemiconductor trade intelligence
Tesla Delay Pushes Back Mass Production of Korean AI Chip by Six Months
What happened
DeepX's second-generation NPU, DX-M2, faces a six-month delay in mass production due to a Samsung Foundry MPW schedule change caused by Tesla's AI6 chip. This postponement pushes full-scale sales to the fourth quarter of next year, increasing reliance on existing DX-M1 revenue. Bullish: Supply shortage risk increases for the AI accelerator.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
NPUAI Accelerator
Samsung ElectronicsDeepX
delaysupply-shortagempwtesla2nm
Source and time
Source: The Elec · 3/10/2026 · View original source
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