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T
In the original comment, LBT has never said it contributed to the development of the foundry industry.
LBT only said that I've been...
Jul 28, 2025
T
Moore's Rule of Thumb, I like it!
Jul 28, 2025
T
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
T
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
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
Like.
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...
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...
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...