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郭明錤:特斯拉AI6芯片预计用三星2纳米工艺、SF2良率约50% 难预测能否如期量产
news flash· 2025-07-29 06:22
Core Viewpoint - Tesla is expected to mass-produce the AI6 chip by 2027 using Samsung's 2nm process, but the yield rate and ability to meet production timelines remain uncertain [1] Group 1: Production and Technology - The AI6 chip will utilize Samsung's 2nm (SF2) advanced process technology [1] - The current yield rate for SF2 is approximately 40-50%, which is lower than TSMC's N2 process yield of over 70% and Intel's 18A yield of 50-55% [1] - SF2 employs GAA (Gate-All-Around) technology similar to SF3, which is beneficial for mass production [1] Group 2: Uncertainty in Production - There is significant uncertainty regarding whether the AI6 chip can be produced on schedule using the SF2 process [1]