Tesla(US:TSLA) 国芯网·2025-11-05 03:42Core Viewpoint - Tesla is advancing its AI chip development with the AI5 chip, which will be manufactured by TSMC and Samsung, aiming for consistent performance across different versions [1][3]. Group 1: AI5 Chip Development - The AI5 chip is expected to have a computing performance of 2000 to 2500 TOPS, which is five times that of the current HW4 chip, and will support more complex unsupervised FSD algorithms [5]. - Tesla plans to obtain AI5 chip samples by 2026, with small-scale production anticipated, and large-scale production expected to start in 2027 [3][5]. - The AI5 chip is designed in-house by Tesla and aims for significant improvements in computing power, energy efficiency, and cost compared to existing solutions [5]. Group 2: Future Chip Developments - The AI6 chip will also utilize TSMC and Samsung's dual foundry model, with performance targets set to double that of the AI5 chip, expected to achieve mass production by mid-2028 [5]. - For the AI7 chip, Tesla plans to switch foundries due to more challenging design requirements, although specific details have not yet been disclosed [5]. - The AI chips will primarily be used in Tesla's autonomous driving systems, Dojo supercomputing platform, and AI model training [5].