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S
I judge performance by what's happening now, and everything I'm hearing and reading is not good at all. He's also seems oddly...
Jul 28, 2025
D
This is really wishful thinking.
You are the backup plan and the second source. You should expect 10%.
Jul 28, 2025
D
As I figure it, IFS has absolutely no grasp of the fab ecosystem.
If they are serious about fabs, BTC miner customer should be their...
Jul 28, 2025
The Samsung 2nm PDK was a mess so this was not a PDK based decision. Tesla worked with both TSMC and Samsung on previous designs. I...
Jul 28, 2025
D
BTC chip needs 14A, I don't think they have a PDK.
Jul 28, 2025
FWIW, Tesla's AI6 is meant to be a universal chip - for the Tesla robots, Automotive full self driving, and also AI inference and...
Jul 28, 2025
X
Curious - No PDK at all? which process?
Jul 28, 2025
X
It's because Samsung is willing to lower the price.
IFS needs to reassert its position.
I know because when we talked to Samsung ,they...
Jul 28, 2025
X
FWIW, Tesla's AI6 is meant to be a universal chip - for the Tesla robots, Automotive full self driving, and also AI inference and...
Jul 28, 2025
X
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Jul 28, 2025
B
It's because Samsung is willing to lower the price.
IFS needs to reassert its position.
I know because when we talked to Samsung ,they...
Jul 28, 2025
B
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Jul 28, 2025
It's because Samsung is willing to lower the price.
IFS needs to reassert its position.
I know because when we talked to Samsung ,they...
Jul 28, 2025
D
It's because Samsung is willing to lower the price.
IFS needs to reassert its position.
I know because when we talked to Samsung ,they...
Jul 28, 2025
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Jul 28, 2025
Like.
I judge performance by what's happening now, and everything I'm hearing and reading is not good at all. He's also seems oddly...
Daniel Nenni replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.The Samsung 2nm PDK was a mess so this was not a PDK based decision. Tesla worked with both TSMC and Samsung on previous designs. I...