X @郭明錤 (Ming-Chi Kuo)

Production & Capacity - AI6 is expected to start mass production in 2027, with a potential production timeline close to AI5's, aligning with Musk's statements [1] - Tesla aims to participate in the wafer fabrication business at a very low cost, potentially by transferring AI6 orders to Samsung [1] - Musk expresses concerns about future chip supply, even with optimistic projections from suppliers [2] - TSMC assures that chip supply is not an issue if Tesla is willing to pay, although TSMC's capacity can be tight during peak market conditions [2] Strategic Motivations for Tesla's Fab - Geopolitical concerns exist regarding the concentration of semiconductor production in Taiwan [3] - Advanced packaging capacity in the US is expected to be limited, potentially accounting for only 10% of the global capacity by 2030 [3] - Tesla may receive less R&D support and production flexibility from TSMC compared to first-tier clients like Apple and Nvidia [3] - Tesla aims to customize key designs and manufacturing processes to maximize vertical integration benefits [3]