Tesla(US:TSLA) 智通财经网·2025-10-23 03:58Core Insights - Tesla's CEO Elon Musk announced that Samsung Electronics is taking on a more significant role in the manufacturing of Tesla's AI chips, specifically the AI5 chip, which will be produced simultaneously by both Samsung and TSMC [1][2] - The AI5 chip is designed to optimize performance and power efficiency by eliminating redundant components like the Image Signal Processor (ISP), focusing on end-to-end deep learning and Full Self-Driving (FSD) capabilities [1][4] Group 1: Collaboration and Manufacturing - Samsung and TSMC will share the manufacturing responsibilities for the AI5 chip, with production taking place at TSMC's Arizona facility and Samsung's Texas facility [1][2] - This dual-manufacturing strategy aims to secure supply and capacity for the AI5 chip from the outset, ensuring an excess supply at launch [2] Group 2: Technical Specifications and Performance - The AI5 chip is not designed like traditional AI GPUs; it aims for superior performance per watt (perf/W) and lower latency by focusing on specific AI workloads [4][5] - Musk stated that the AI5 chip's performance is expected to be 40 times greater than that of the previous AI4 chip, emphasizing its efficiency in real-time inference for automotive applications [4][5] Group 3: Industry Context and Future Plans - TSMC remains the dominant player in the global semiconductor foundry market, while Samsung is increasing its investment in chip manufacturing in the U.S. to align with government initiatives [2][3] - Future plans include Samsung exclusively manufacturing the next-generation AI6 chip, following a significant $16.5 billion partnership agreement [4]