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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
K
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 28, 2025
A
Source from Korean Media
https://dealsite.co.kr/articles/145410
Google translate:
"Recently, Samsung Electronics has taken advantage...
Jul 28, 2025
Assuming it costs $20,000 for a 12-inch Samsung wafer with 300 dies per wafer, a $16.5 billion contract would produce 247,500,000 final...
Jul 28, 2025
D
This is what I mean when I said they have no idea how fab works.
If you are #2, let alone #3, I would want to have R&D at 10% cost.
You...
Jul 28, 2025
Like.
(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...
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...