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T
In the first place, 14A is under development
Together with PDK for 14A
Jul 28, 2025
T
Curious - No PDK at all? which process?
Jul 28, 2025
T
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
T
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
T
(I know you have a lot of good info I don't have...)
There are a LOT of ways to screw up on contract bids..
Do you thnk Tesla...
Jul 28, 2025
T
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
T
Well, at least it will appear, but it will not be completely replaced.
Jul 28, 2025
T
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
B
Maybe Tesla will pay using carbon credits!
Jul 28, 2025
The following is an interesting Q&A conversation during recent TSMC Q2 2025 earnings call. I believe the particular TSMC customer...
Jul 28, 2025
BEIJING/SHANGHAI/NEW YORK (Reuters) -Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two...
Jul 28, 2025
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
Like.
Curious - No PDK at all? which process?
hist78 replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.The following is an interesting Q&A conversation during recent TSMC Q2 2025 earnings call. I believe the particular TSMC customer...
Daniel Nenni posted the thread Nvidia orders 300,000 H20 chips from TSMC due to robust China demand in SemiWiki Main Forum ( Ask the Experts! ).BEIJING/SHANGHAI/NEW YORK (Reuters) -Nvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two...