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Latest activity

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samwu1998 reacted to Daniel Nenni's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Like.

I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...

Jul 29, 2025
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Brady 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.

Jul 29, 2025
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Brady reacted to KingDavid's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Like.

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 29, 2025
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Brady reacted to hist78's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Like.

"$16.5B / 8 years = $206.25 million per year" Should be $2.0625 billion or 2,062.5 million per year.

Jul 29, 2025
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Brady reacted to Daniel Nenni's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with 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...

Jul 29, 2025
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Brady reacted to Xebec's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Like.

Curious - No PDK at all? which process?

Jul 29, 2025
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Brady reacted to Xebec's post in the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal with Like.

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 29, 2025
user nl reacted to coldsolder215's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...

Jul 29, 2025
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siliconbruh999 replied to the thread Nvidia-backed Enfabrica releases system aimed at easing memory costs.

According to Media Nvidia does everything

Jul 29, 2025
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siliconbruh999 reacted to blueone's post in the thread Nvidia-backed Enfabrica releases system aimed at easing memory costs with Haha.

Dan, you should be so thankful that 99.99% of the mainstream financial press knows practically nothing about the semiconductor industry...

Jul 29, 2025
user nl reacted to Fred Chen's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

By Chris Mack, CTO, Fractilia 07.18.2025 The Stochastics resolution gap costs chipmakers billions in delayed yield ramps, compromised...

Jul 29, 2025
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Xebec reacted to Fred Chen's post in the thread Stochastics: Yield-Killing Gap No One Wants to Talk About with Like.

Absorbed photons are still only one component of noise. There's also secondary electrons. Also (dose-dependent) resist loss from a...

Jul 29, 2025
user nl replied to the thread Stochastics: Yield-Killing Gap No One Wants to Talk About.

@Fred: yes I know, I'm a chemical physicist! Thanks for providing this story, great to refresh my memory to the exciting days 10 years...

Jul 29, 2025
user nl replied to the thread Stochastics: Yield-Killing Gap No One Wants to Talk About.

Hilarious bet between Chris and Vivek; Chris ends the report on the EUVL-bet writing in Feb 2015...

Jul 29, 2025
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siliconbruh999 reacted to Daniel Nenni's post in the thread Nvidia-backed Enfabrica releases system aimed at easing memory costs with Like.

"Those HBM chips are supplied by makers such as SK Hynix and Micron Technology." Funny that they did not mention Samsung :LOL:

Jul 29, 2025

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