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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
Moore's Rule of Thumb, I like it!
Jul 28, 2025
It can be said that it is a marketing term.
Rather than calling it a rule, I agree with the rule of thumb and observation results.
Jul 28, 2025
S
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
S
Since when did Elon Musk or Tesla become a semiconductor manufacturing guru?
Jul 28, 2025
S
I judge performance by what's happening now, and everything I'm hearing and reading is not good at all. He's also seems oddly...
Jul 28, 2025
D
This is really wishful thinking.
You are the backup plan and the second source. You should expect 10%.
Jul 28, 2025
D
As I figure it, IFS has absolutely no grasp of the fab ecosystem.
If they are serious about fabs, BTC miner customer should be their...
Jul 28, 2025
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