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15 handpicked stocks

Powering Autonomy: The Tesla-Samsung Chip Alliance

Samsung's $16.5 billion deal to supply Tesla with AI chips marks a major strategic alliance in the semiconductor and automotive sectors. This theme focuses on the ripple effects, highlighting companies in the automotive AI and chip manufacturing ecosystem poised to benefit from accelerated innovation and investment.

Author avatar

Han Tan | Market Analyst

Published on July 28

About This Group of Stocks

1

Our Expert Thinking

Samsung's $16.5 billion deal to supply Tesla with AI chips represents a major shift in the automotive technology landscape. This strategic alliance signals an acceleration in the race for vehicle autonomy and highlights how automakers are securing their semiconductor supply chains. The partnership creates ripple effects across the entire automotive AI and chip manufacturing ecosystem, presenting opportunities for companies positioned to benefit from this technological transformation.

2

What You Need to Know

This group focuses on companies across the automotive technology value chain, from semiconductor manufacturers and equipment providers to software developers and sensor technology specialists. The theme captures the broader ecosystem that supports autonomous driving systems, recognizing that major partnerships like Tesla-Samsung often catalyze growth and innovation throughout related industries. These stocks represent exposure to the long-term shift towards vehicle autonomy.

3

Why These Stocks

These companies were handpicked by professional analysts based on their strategic positioning within the automotive AI and semiconductor ecosystem. Each stock represents a different aspect of the value chain that could benefit from increased investment and innovation driven by major partnerships like the Tesla-Samsung deal. The selection focuses on companies with the potential to capitalize on the accelerated push towards autonomous driving technology.

Why You'll Want to Watch These Stocks

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Game-Changing Partnership

The $16.5 billion Tesla-Samsung deal is reshaping the automotive AI landscape. This massive investment signals a new era of strategic alliances that could accelerate innovation across the entire autonomous driving ecosystem.

Supply Chain Revolution

Major automakers are securing their semiconductor supply chains through long-term partnerships. This trend creates opportunities for companies positioned throughout the automotive technology value chain to benefit from increased demand and investment.

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Autonomy Race Intensifies

As the push for vehicle autonomy accelerates, companies developing AI chips, sensors, and supporting technologies are becoming increasingly valuable. This group captures key players positioned to capitalize on the autonomous driving revolution.

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