Tesla
Tesla is a niche in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, Samsung Electronics, TSMC.
Designs FSD and AI training chips for its vehicles and data centers.
- Ticker
- NASDAQ: TSLA
- Headquarters
- United States
- Revenue
- $94.8B (FY2025) · -2.9% YoY
- Net income
- $3.8B
- Operating margin
- 4.6%
- Market position
- niche
- Value-chain segment
- Custom Silicon Designers
- Key products
- FSD computer, AI5
About Tesla
Tesla, headquartered in United States, operates in the Custom Silicon Designers segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include FSD computer, AI5. wafergraph maps 18 tracked suppliers for Tesla across the value chain.
Key products
- FSD computer
- AI5