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• Published on 29 July 2025
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 11 September 2026
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Published on 11 September 2026
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Let’s be honest, it’s hard to ignore the noise around electric and autonomous cars. Every day there’s a new headline, a new promise of a self-driving future that’s just around the corner. Most of the chatter, and indeed most of the investment focus, tends to land on the car brands themselves. We obsess over Tesla’s latest model or another legacy automaker’s pledge to go all-electric. But I think we might be looking in the wrong place.
A recent deal, one that flew under the radar for many, gives the game away. Samsung reportedly secured a $16.5 billion contract to supply AI chips for Tesla. Now, that’s a staggering number. It tells you something fundamental about where this industry is truly heading. It’s not just about batteries and sleek design anymore. It’s about raw, unadulterated computing power.
When a single car company commits that kind of money to chips alone, it should be a wake up call. We’re not talking about the simple microcontrollers that have managed car engines for decades. We’re talking about silicon brains powerful enough to process a torrent of data from cameras, sensors, and radar in milliseconds. The modern car isn’t a piece of mechanical engineering with a computer in it. It’s a supercomputer on wheels.
This changes the investment picture entirely. The skills, supply chains, and materials required are shifting from the greasy world of engine blocks and gearboxes to the sterile cleanrooms of semiconductor foundries. The car industry is, whether it likes it or not, becoming a subset of the technology sector. And in any tech revolution, the real, lasting fortunes are often made by those who supply the essential tools.
Think of it like a gold rush. While thousands of prospectors were frantically digging for gold, a few clever individuals made a killing selling them the picks, shovels, and denim trousers. The same principle applies here. Every carmaker on the planet is now in a desperate race to build the smartest car. And what do they all need? Specialised, powerful AI chips.
This is where the story gets interesting. Tesla might design the systems, but it needs a company like Samsung to actually manufacture the silicon. NVIDIA might design the groundbreaking architecture for an autonomous driving platform, but it relies on foundries to bring it to life. And those foundries, in turn, depend on firms like ASML to provide the mind-bogglingly complex lithography equipment needed to etch these designs onto wafers. To me, this entire ecosystem of hardware and design is the real story. It's what we're tracking in our Driving The Future: AI Chips & The Auto Revolution basket, because it looks beyond the shiny car bonnet.
Of course, it’s not all smooth sailing. Anyone telling you otherwise is probably trying to sell you something. Investing always carries risk, and this sector is no exception. The road to fully autonomous driving is littered with regulatory hurdles and very real technical challenges. A single high profile failure could set the industry back years. Furthermore, the semiconductor industry is notoriously cyclical, and brutal competition could certainly put a squeeze on profit margins. This is not a guaranteed win. But then again, what is? The key is to look at the scale of the commitment. That $16.5 billion deal isn't a speculative punt. It’s a signal of a deep, structural change that could create opportunities for decades to come.
View the full Basket:Driving The Future: AI Chips & The Auto Revolution
View the full Basket:Driving The Future: AI Chips & The Auto Revolution
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 12 September 2026
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Published on 11 September 2026
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Published on 11 September 2026
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