Key Takeaways Taiwan Semiconductor Manufacturing Company (TSM) is advancing its nanosheet chip technology roadmap with N2, N2P, A16, and A14 with the aim of improving performance and efficiency at advanced nodes. The N2 logic node is Taiwan Semiconductor's first generation of nanosheet transistor technology, offering 10- 15% speed improvement at the same power, or 25-30% power reduction at the same speed, plus more than 15% chip density gain over N3E. Volume production is on track for the second half of 202 ...

Group 1 - Tesla has signed a $16.5 billion deal with Samsung for next-generation AI6 chips, which will be produced at Samsung's new Texas facility dedicated to this purpose [1][3] - The AI6 chip is designed to support various applications, including Tesla's Full Self-Driving system and Optimus humanoid robots, as well as high-performance AI training in data centers [1] - Elon Musk indicated that Tesla's spending on Samsung chips may exceed $16.5 billion, with actual output expected to be several times higher [3] Group 2 - Tesla is also collaborating with TSMC to produce AI5 chips, which are primarily designed for Full Self-Driving applications, with initial production taking place in Taiwan and later in Arizona [2] - Samsung currently manufactures the A14 chip, while the A15 chip design has just been completed [2] - Musk mentioned that Samsung has agreed to allow Tesla to assist in maximizing manufacturing efficiency [3]