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F
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 29, 2025
F
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Jul 29, 2025
B
The scale-up of 2nm in Taylor will be similar to the scale-up of Model 3 in Gigafactory--very hard. The Model 3 scale-up went well...
Jul 29, 2025
X
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 29, 2025
X
AI6 chips are intended for:
Auto
Robots
Tesla Dojo supercomputer
xAI Grok supercomputer
Jul 29, 2025
X
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
X
"$16.5B / 8 years = $206.25 million per year"
Should be $2.0625 billion or 2,062.5 million per year.
Jul 29, 2025
X
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
M
Can we not make this thread political ? 😅.
Jul 29, 2025
Y
Yes. During PG era , IFS is already courting Tesla.
Anyway, I think allowing Elon Musk to go to the fab and make amendments is...
Jul 29, 2025
E
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
E
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 29, 2025
E
I do not think Elon Musk and Lip-Bu Tan would be good business partners for this kind of venture. Vey different business styles and...
Jul 29, 2025
E
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 29, 2025
E
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
Like.
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...