特斯拉加入AI芯片竞争行列，马斯克争夺台积电先进制程产能

Group 1 - Tesla's CEO Elon Musk is pressuring TSMC and Samsung to accelerate the production of Tesla's AI chips, stating that a five-year wait is excessively long for the company [1][2] - Musk expressed respect for TSMC and Samsung but emphasized that even the top semiconductor manufacturers cannot keep up with Tesla's pace [1] - The demand for TSMC's advanced processes is high, and with major companies increasing their chip orders, TSMC's future growth is expected to be promising [1] Group 2 - Musk acknowledged that TSMC and Samsung are producing chips at a rapid pace but warned that if suppliers cannot meet Tesla's urgent demand for AI chips, it could become a "disqualifying factor" for the company [2] - Tesla plans to produce AI5 and AI6 chips at Samsung's Texas facility and TSMC's Arizona Fab 21, with the AI5 expected to enhance performance by 40 times compared to current chips, and AI6 to double that performance [2]