Tesla shares react with significant gains to new statements from CEO Elon Musk about chip development. Investors are increasingly placing their faith in the group’s role in the AI and semiconductor markets.
• Musk reports important milestone with AI5 chip
• Investors react euphorically, shares jump
• Analysts are becoming cautiously more optimistic
Tesla surprises with chip progress
Tesla CEO Elon Musk has promised progress in the development of a new AI chip. As CNBC reports, the so-called AI5 chip reached a key technical milestone and is approaching the production phase.
Specifically, Musk stated on his Platform X that the design of the chip had been completed and was therefore ready for production. “Congratulations to the Tesla team for developing the AI5 chip to tap out!” he wrote.
Congrats to the @Tesla_AI chip design team on taping out AI5!
AI6, Dojo3 & other exciting chips in work. pic.twitter.com/hm54TdIzBx
– Elon Musk (@elonmusk) April 15, 2026
In the semiconductor industry, the so-called “tape-out” refers to the transition from design to actual production. According to MarketWatch, the AI5 chip will play a central role in Tesla’s AI strategy in the future. It could power humanoid robots like Optimus as well as supercomputers and robotaxi systems. Musk also announced further developments via X.
Production and new infrastructure planned
According to media reports, the chip will be manufactured in collaboration with TSMC and Samsung Electronics. At the same time, Tesla is working with SpaceX on its own chip infrastructure.
According to CNBC, the company plans to build two state-of-the-art chip factories in Austin. One system will produce chips for vehicles and robots, the other for use in orbital data centers. Intel is now also part of the so-called Terafab project.
The strategy shows that Tesla is increasingly trying to become more independent of traditional suppliers and to position itself more strongly as an integrated AI and hardware provider.
Investors euphoric – shares react clearly
The progress in chip development touted by Musk caused Tesla shares to temporarily rise by up to eight percent on Wednesday. The paper ultimately closed 7.62 percent higher at $391.95. This made the share the strongest among the “Magnificent 7”. After trading, things continued to rise moderately.
The mood had already brightened in advance: UBS analysts raised their rating from “Sell” to “Hold” and referred to new impulses such as a planned more compact SUV model.
Nevertheless, the picture remains inconsistent. Despite the recent recovery, the share price has still been in the red since the beginning of the year. Analysts also emphasize that Tesla continues to be strongly driven by narratives and future expectations and is likely to remain volatile.
Software, robotaxis and AI drive the story
In addition to chip advances, Tesla is also focusing on software innovations. According to CNBC, a current update makes it easier, among other things, to use the paid driver assistance system “Full Self Driving,” which currently costs $99 per month in the USA.
The company is also testing a small fleet of autonomous vehicles in the robotaxi service in Austin. Tesla recently also received tailwind from Europe: the FSD system was approved for the first time in the Netherlands, which is seen as a potential door opener for further EU approvals.
At the same time, skepticism remains appropriate. Musk has been announcing a breakthrough in autonomous driving for years, which has so far failed to materialize. The AI5 chip also experienced delays compared to previous schedules, according to MarketWatch.
Benedict Kurschat, Claudia Stephan, editorial team finanzen.net
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