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E
This situation marks four wins and one loss:
(1) Tesla successfully diversified its supply chain, cutting costs;
(2) Samsung landed a...
Jul 29, 2025
E
Yes, I can imagine CC Wei (and all of TSMC customers) would not appreciate it when Elon is messing around TSMCs Fabs in Arizona and...
Jul 29, 2025
M
"$16.5B / 8 years = $206.25 million per year"
Should be $2.0625 billion or 2,062.5 million per year.
Jul 29, 2025
E
I knew that Samsung gave very very good terms for Tsla's Hw3 manufacturing, even though it was a fairly small business initially.
The...
Jul 29, 2025
E
Personally, I do not mind that Elon collaborates with Samsung in the future. Whatever comes out, Elon doesn't seem to mind burning cash...
Jul 29, 2025
E
This is unfair. It's not the same story
Jul 29, 2025
E
Can we not make this thread political ? 😅.
Jul 29, 2025
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
Like.
This situation marks four wins and one loss: (1) Tesla successfully diversified its supply chain, cutting costs; (2) Samsung landed a...