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Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
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Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
mid-December 2024, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production, but on AI-driven robotics. Musk identified chip scarcity as his primary constraint, to which Wei responded that capacity remains available for customers willing to commit the necessary capital.
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