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Tesla10-K: Supplier concentration

Tesla announced a new collaboration with Samsung to manufacture advanced AI chips in the U.S.

What happened

Tesla is partnering with Samsung for critical semiconductor manufacturing for its AI inference and training hardware. This strategic partnership highlights a focus on localizing its high-tech supply chain and creates dependencies on Samsung's capabilities.

Source

SEC EDGARJan 28, 2026

Annual report (Form 10-K)

Tesla 10-K

Filing excerpt

...announced a new collaboration with Samsung to manufacture advanced semiconductors for AI inference and training in the U.S.

sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 28, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1318605
Accession number
0001628280-26-003952
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • AI
  • semiconductors

Vendors

  • Samsung

Regions named

  • U.S.

Extraction

Confidence
High
Relevance
100%
Sentiment
Neutral
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/ff0bb3fa-f91d-4f02-ae71-6c0a396d69c2 returns this record as JSON. POST /v1/companies/enrich returns every signal for tesla.com.

{
  "signal_id": "ff0bb3fa-f91d-4f02-ae71-6c0a396d69c2",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-02-03T08:23:46.402+00:00",
  "company": {
    "name": "Tesla",
    "domain": "tesla.com"
  },
  "data": {
    "detail": "Tesla is partnering with Samsung for critical semiconductor manufacturing for its AI inference and training hardware. This strategic partnership highlights a focus on localizing its high-tech supply chain and creates dependencies on Samsung's capabilities.",
    "summary": "Tesla announced a new collaboration with Samsung to manufacture advanced AI chips in the U.S.",
    "excerpts": "...announced a new collaboration with Samsung to manufacture advanced semiconductors for AI inference and training in the U.S.",
    "relevance": 1,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm",
    "filing_date": "2026-01-28",
    "filing_year": 2026,
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "U.S."
    ],
    "vendors_mentioned": [
      "Samsung"
    ],
    "technologies_mentioned": [
      "AI",
      "semiconductors"
    ]
  }
}

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