According to the Economic Daily News, the market rumors that TSMC won the Tesla advanced chip bill, and Tesla became the first three customers of the new U.S. plant, for the sluggish semiconductor market injection of living water, TSMC market value back to 12 trillion New Taiwan dollars mark.
The news said, "In addition to customers such as Volkswagen, General Motors, Toyota, etc., the industry has recently become more prevalent rumors that TSMC kicked out Samsung Electronics and took Tesla's advanced chip bill, and decided to cast the new U.S. 4-nanometer plant in 2024 mass production, Tesla became the first three customers of the new plant."
Previously there were rumors that Tesla has placed a large order with TSMC to manufacture its next-generation fully automated driving (FSD) chips. The chips will be manufactured on the 4/5nm node and are expected to be used in Tesla's Hardware 4 (HW 4.0) computer.
Tesla reportedly began producing its own self-driving chips in 2016, with its first-generation FSD chips entering mass production in 2019, using Samsung's 14nm process in Austin, Texas. Previously, it was widely expected that Tesla would continue to work with Samsung and manufacture its second-generation FSD chips on the latter's 7nm node.
source：aijiwei
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