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Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Jul 29, 2025
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 29, 2025
So not for everyone then?
56% is 5nm and below 🤣🤣🤣
What is the point of this statistic?
Jul 29, 2025
The takeaway for me is that since TSMC owns the 3nm and 2nm nodes (90%+ market share) all they have to do is track TSMC revenue. TSMC...
Jul 29, 2025
Which is exactly why I started SemiWiki. I had never guessed that it would be this bad though. Hopefully AI will replace them soon.
I...
Jul 29, 2025
S
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Jul 29, 2025
B
These are indisputable facts of Musk Life: overconfidence and exaggeration.
Apply that to this announcement as you please.
But Musk...
Jul 29, 2025
S
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
B
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
B
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
B
"$16.5B / 8 years = $206.25 million per year"
Should be $2.0625 billion or 2,062.5 million per year.
Jul 29, 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 29, 2025
B
Curious - No PDK at all? which process?
Jul 29, 2025
B
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 29, 2025
My pet apocalyptic scenario is some unfathomable aging mechanism in sub-2nm devices causes a massive chip casualty event that brings...
Jul 29, 2025
hist78 replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.Don’t underestimate Elon Musk’s capabilities, he might push Samsung Taylor fab’s yield to 120%!
Like.
I am waiting for yields reached 100% due to musk watching the line and yield dropped when he stopped watching them.
Daniel Nenni reacted to Barnsley's post in the thread Global Pure-Play Semiconductor Foundry Revenues to Grow 17% YoY in 2025, Driven by AI, High-Performance Computing Chips with
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