X @郭明錤 (Ming-Chi Kuo)

Strategic Partnership & Manufacturing Advantage - Tesla gains real-world foundry experience at an exceptionally low cost, enhancing chip design capabilities and manufacturing knowledge [1] - Acquiring core manufacturing expertise becomes a strategic advantage for Elon Musk's businesses due to increasing demand for advanced chips [1] - Samsung's new Texas fab will be dedicated to making Tesla's next-generation AI6 chip, highlighting its strategic importance [4] - Partnership presents manageable downside and strong upside potential for both Tesla and Samsung [3] AI Chip Development & Production - Tesla's AI6 chip is scheduled for mass production in 2027 using Samsung's 2nm node (SF2) [2] - Samsung's SF2 yield is currently 40-45%, lower than TSMC's N2 (over 70%) and Intel's 18A (50-55%) [2] - TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona [5] Risk Mitigation & Alternative Scenarios - If AI6 production falls short of expectations, Tesla could shift the order back to TSMC, absorbing resulting delays [3] - Tesla's edge in real-world AI could significantly reduce the risk of AI6 delays [3] Competitive Landscape - Chip design and manufacturing could become a core competitive advantage across Elon Musk's businesses if AI6 reaches mass production smoothly [4] - Samsung may not fully catch up with TSMC in advanced nodes but has discovered a new business model involving customers in the manufacturing process [4]