Sou Hu Cai Jing·2025-12-11 02:01Group 1 - Samsung is accelerating preparations for producing AI5 chips in the U.S. and has recently recruited experienced engineers for its Customer Engineering team to address complex wafer fabrication challenges and ensure stable production yields [2] - The large-scale recruitment indicates that Tesla's AI5 project is progressing rapidly within Samsung, which, along with TSMC, has secured a chip order from Tesla, becoming one of the designated suppliers for AI5 chips [2] - TSMC will use its 3nm process technology for AI5 chip production, while Samsung plans to conduct trial production using a 2nm process, serving as a critical validation of its advanced manufacturing capabilities [2] Group 2 - The AI5 chip is the next-generation dedicated hardware developed by Tesla for its autonomous driving system, as well as for the Optimus humanoid robot project and various AI-driven functions in vehicles and other products [3] - Compared to the current AI4 chip, the AI5 chip achieves a significant leap with approximately 40 times the computing speed, 8 times the raw computing power, 9 times the memory capacity, and 3 times the energy efficiency per watt [3] - Tesla's CEO Elon Musk confirmed that the AI5 chip will be installed in vehicles in small batches next year, with large-scale production expected by 2027, and the next-generation AI6 chip is anticipated to enter production by mid-2028 [3]