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HW5 (made on TSMC) will start shipping in early 2026. I don't believe HW6 will replace HW5 in 2028, let alone in 2027.
Jul 28, 2025
K
HW5 (made on TSMC) will start shipping in early 2026. I don't believe HW6 will replace HW5 in 2028, let alone in 2027.
Jul 28, 2025
Samsung needs at least one to two years to fully equip the Taylor, Texas fab and complete configuration, integration, testing, and pilot...
Jul 28, 2025
D
The chips will be for AI .
Samsung as a second source is an OK decision.
Jul 28, 2025
K
This chip will be used in Tesla humanoid robots. Musk said the volume could be over 10 million annually in 2027. I don’t believe that at...
Jul 28, 2025
A
Source from Korean Media
https://dealsite.co.kr/articles/145410
Google translate:
"Recently, Samsung Electronics has taken advantage...
Jul 28, 2025
Assuming it costs $20,000 for a 12-inch Samsung wafer with 300 dies per wafer, a $16.5 billion contract would produce 247,500,000 final...
Jul 28, 2025
D
This is what I mean when I said they have no idea how fab works.
If you are #2, let alone #3, I would want to have R&D at 10% cost.
You...
Jul 28, 2025
B
"$16.5B / 8 years = $206.25 million per year"
Should be $2.0625 billion or 2,062.5 million per year.
Jul 28, 2025
B
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
B
True re: volumes, but "Tesla" is running a lot of custom silicon these days - which can represent both licensing fees as well as...
Jul 28, 2025
A
If that's the case, I think starting now, Elon Musk and his staff will receive coffee or tea at a nearby Starbucks, but will never be...
Jul 28, 2025
"$16.5B / 8 years = $206.25 million per year"
Should be $2.0625 billion or 2,062.5 million per year.
Jul 28, 2025
A
Yes, this is what I meant about Tesla wanting a lot of control over how suppliers do things. They will send their engineers to supplier...
Jul 28, 2025
S
Even if they have competitive tech their design rules are difficult to adapt to not to mention Samsung has Cheapest wafers TSMC has the...
Jul 28, 2025
hist78 reacted to kevin01's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with
Like.
HW5 (made on TSMC) will start shipping in early 2026. I don't believe HW6 will replace HW5 in 2028, let alone in 2027.
Haha.
If that's the case, I think starting now, Elon Musk and his staff will receive coffee or tea at a nearby Starbucks, but will never be...