郭明錤：特斯拉AI6芯片预计用三星2纳米工艺，量产时间难测

Core Viewpoint - The AI6 chip presents a significant opportunity for both Elon Musk and Tesla, allowing them to engage in wafer foundry operations at a low cost and enhance their chip design capabilities [2] Group 1: Tesla's AI6 Chip Production - Tesla plans to mass-produce the AI6 chip by 2027 using Samsung's 2nm (SF2) advanced process, which currently has a yield rate of 40-50%, lower than TSMC's N2 process (over 70%) and Intel's 18A (50-55%) [4] - The execution capability of Musk is deemed "undeniable," and the GAA (Gate-All-Around) technology used in SF2 is beneficial for mass production, although predicting the timely production of the AI6 chip remains challenging [4] Group 2: Risks and Contingencies - If AI6 production falls short of expectations, Tesla may revert orders to TSMC and face the consequences of a potential delay, but its real-world AI advantages could significantly mitigate the risk of postponement [4] - The collaboration with Samsung is viewed as a controlled risk for both parties, with significant benefits if the AI6 chip is successfully produced [6] Group 3: Strategic Advantages - Successful mass production of the AI6 chip would provide Musk with core competitive advantages in chip design and manufacturing, allowing for more flexible planning and lower costs [6] - While Samsung may not fully catch up to TSMC in advanced processes, it can explore a business model that involves customer participation in manufacturing [6]