Core 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].

Core Insights - Tesla's CEO Elon Musk announced the completion of the design review for the AI5 chip, expressing confidence in its future performance [1][3] - Musk also revealed plans for the development of AI6 and AI7 chips, along with high expectations for the AI8 chip [1][3] Chip Development - The AI5 chip is the next-generation FSD chip with a computing performance of 2000 to 2500 TOPS, which is five times that of the current HW4 chip, enabling more complex unsupervised FSD algorithms [5] - The AI5 chip is being manufactured by TSMC and Samsung, with TSMC using a 3nm N3P process for mass production and Samsung as a backup foundry [5] Hardware Upgrades - The AI5/HW5 hardware suite will feature an upgraded FSD camera, equipped with Samsung's "weatherproof lens" that includes heating elements to melt ice and snow within a minute, and has a lens coating strength six times that of the current Model Y camera [6] - In July, Musk indicated that Tesla would commission Samsung to produce the next-generation AI6 chip, with a signed agreement valued at $16.5 billion (approximately 117.07 billion RMB at current exchange rates) [6] - Musk previously stated that Tesla is nearing the realization of a "universal, pure AI full self-driving solution" that relies entirely on cameras and Tesla's self-developed AI chips [6]