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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 30, 2025
K
TSMC obviously - but these issues with stochastics are not new. It was covered in depth in the 2022 IRDS Lithography roadmap...
Jul 30, 2025
K
By Chris Mack, CTO, Fractilia 07.18.2025
The Stochastics resolution gap costs chipmakers billions in delayed yield ramps, compromised...
Jul 30, 2025
K
TSMC has been making Tesla's chips without problem. The first one was on N7 and the new one is on N4. Samsung made Tesla chips on 14nm...
Jul 30, 2025
K
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 30, 2025
K
I would add, the biggest win, Elon is not messing around with his slaves in Washington, tearing down stuff like Science (funding) and...
Jul 30, 2025
K
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 30, 2025
K
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025
K
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 30, 2025
F
With Elon's entry, I wonder if this culture would be altered.
Jul 30, 2025
A
Dan, you should be so thankful that 99.99% of the mainstream financial press knows practically nothing about the semiconductor industry...
Jul 30, 2025
M
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025
E
Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 30, 2025
E
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 30, 2025
E
These are indisputable facts of Musk Life: overconfidence and exaggeration.
Apply that to this announcement as you please.
But Musk...
Jul 30, 2025
user nl 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.
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...