Elon Musk Reveals That He Pressures TSMC And Samsung To Speed Up Tesla's AI Chip Output: 'Five Years To Me Is An Eternity' - Samsung Electronics Co (OTC:SSNLF), NVIDIA (NASDAQ:NVDA)

Core Insights - Tesla is accelerating its chip production timelines, pushing partners to move faster than traditional semiconductor schedules [1][2][3] Chip Manufacturing Strategy - Elon Musk expressed respect for TSMC and Samsung but indicated that their pace is insufficient for Tesla's needs [2][3] - Musk highlighted that the timeline for building a new chip fab is around five years, which he considers too long for Tesla's one to two-year planning horizon [3] - Tesla's upcoming AI5 and AI6 chips will be produced at both Samsung's facility in Texas and TSMC's Fab 21 in Arizona, confirming a dual-fab strategy [4][5] Performance Expectations - The AI5 chip is expected to deliver a 40-times performance boost over the current generation, while AI6 aims for approximately double that performance [5] Industry Challenges - Nvidia's CEO Jensen Huang cautioned Tesla about the complexities of building an advanced chip factory, emphasizing the need for infrastructure and engineering expertise [6][7]