特拉斯叫停自研芯片，原因揭秘

Core Viewpoint - Tesla has halted its Dojo chip design project, reallocating resources to focus on AI5 and AI6 chips, which are expected to enhance AI and autonomous driving capabilities [1][3]. Group 1: Project Changes - The Dojo project leader, Peter Bannon, is leaving Tesla as the company shifts its strategy [1]. - Elon Musk confirmed that the decision to stop the Dojo project was due to the inefficiency of spreading resources across two different AI chip designs [6]. Group 2: Chip Production and Partnerships - The AI6 chip will be manufactured by Samsung Electronics, with a contract value of at least $16.5 billion [1]. - The AI5 chip will be produced by TSMC, initially in Taiwan, before moving to Arizona, USA [2]. - TSMC was considered a potential partner for the Dojo project but was ultimately not included, indicating a preference for Korean suppliers [2]. Group 3: Technical Insights - Musk stated that integrating multiple AI5 or AI6 chips on a single motherboard will significantly reduce complexity and costs [3]. - The AI5 chip is expected to provide substantial performance improvements, meeting the needs for Tesla's Full Self-Driving (FSD) architecture [3][7]. - Future efforts will focus on the AI6 chip, which will incorporate features from the Dojo project, such as a 5x5 grid chip arrangement for high-speed data transfer [5][6].