Tesla names Samsung and Micron among Optimus supply-chain partners

Tesla's supplier comments matter because physical AI hardware could become another demand source for semiconductors and memory. The compact payload says Tesla is building a new supply chain for Optimus and named TSMC, Samsung, and Micron among the critical partners. It does not specify which components Samsung or Micron will provide, so the memory impact is not confirmed. Still, the inclusion of two major memory suppliers is relevant for tracking future demand channels beyond servers, smartphones, and PCs. If humanoid robot production scales materially, memory and storage requirements could become part of a broader physical-AI component cycle.