特斯拉芯片新计划披露

Core Viewpoint - Tesla has officially abandoned its Dojo project, reallocating resources to focus on its AI5 and AI6 chip designs, which are expected to be integrated into consumer products [1][6][9]. Group 1: Dojo Project and AI Chips - Elon Musk confirmed the discontinuation of the Dojo project, stating that it was inefficient to divide resources between different AI chip designs [1][5]. - The AI5 and AI6 chips are anticipated to be effective for training Tesla's Full Self-Driving (FSD) and Autopilot systems, with Musk referring to this new approach as a form of "Dojo 3" [6][9]. - Dojo was originally designed as an AI training supercomputer based on the custom D1 chip, which shares many design elements with the AI5 and AI6 chips [6][9]. Group 2: Samsung Partnership - Samsung has secured a record $16.5 billion contract to manufacture Tesla's next-generation AI6 chips at its Texas facility, which is expected to significantly boost Samsung's semiconductor business [9][10]. - The contract is projected to account for 7.6% of Samsung's estimated sales for 2024 and is valid until the end of 2033, with potential for further growth beyond the initial figure [9][10]. - The partnership is crucial for Samsung, which has been struggling with losses in its foundry business, and winning Tesla as a client indicates growing trust in Samsung's advanced technology [12][10]. Group 3: Market Impact and Future Prospects - Following the announcement of the contract, Samsung's stock price rose by 6.83%, marking its first close above 70,000 KRW in nearly 10 months [10]. - Analysts predict that the deal could pave the way for more orders from other major tech companies, enhancing Samsung's position in the competitive semiconductor market [12][10]. - The AI6 chip is expected to utilize a 2nm process technology, while the AI5 chip is being manufactured using a 3nm process, indicating a technological advancement for Tesla's AI capabilities [12].