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.
Role in the chain
Tesla is a market niche in Design (Fabless) (Custom Silicon Designers), headquartered in United States. Designs FSD and AI training chips for its vehicles and data centers.
Diligence questions
- The dataset records 18 tracked suppliers for Tesla. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 7 of Tesla's tracked suppliers are a monopoly or leader (including Analog Devices, ASE Technology, Infineon Technologies, NVIDIA). Which of those are actually single-source for the process step you care about?
- Tesla is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Tesla trades as NASDAQ:TSLA. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- FSD computer
- AI5
Suppliers
- NVIDIA · relationship
- Samsung Electronics · relationship
- TSMC · relationship
- ASE Technology · relationship
- Will Semiconductor (OmniVision) · relationship
- Texas Instruments · relationship
- Analog Devices · relationship
- Infineon Technologies · relationship
- STMicroelectronics · relationship
- NXP Semiconductors · relationship
- Renesas Electronics · relationship
- onsemi · relationship
- Microchip Technology · relationship
- ROHM · relationship
- Vishay Intertechnology · relationship
- Wolfspeed · relationship
- Monolithic Power Systems · relationship
- xAI · relationship
More Design (Fabless) companies
Compare with
Apple · Alphabet (Google) · Microsoft · Amazon (Annapurna Labs) · Broadcom · Meta Platforms
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Tesla — supply chain, financials & market position”, https://wafergraph.com/company/tesla (data as of 2026-09-05).
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