If Musk is set on moving chip production to the U.S., then the Samsung factory may hold other advantages over Taiwan Semi. Samsung is bringing its most advanced manufacturing to Texas, while Taiwan Semi’s factory in Arizona uses its previous generation, and that may mean Taiwan Semi’s technical advantage is erased in U.S. production.

LG Energy already supplies batteries to Tesla and General MotorsGM. Tesla's decision to contract with LG Energy for LFP batteries comes just days afte