Subject


Tesla


2025-11-25

[News] Musk: Tesla’s In-House AI5 Chip to Tape Out, AI6 Development Underway

On November 23 (local time), Tesla CEO Elon Musk announced on X that the company is close to completing the tape-out of its in-house AI5 chip, while kicking off the development of the next-generation AI6 chip. The AI5 has passed its design review and delivers 2000–2500 TOPS of compute performance ...

2025-11-05

[News] Musk Signals Tesla AI5 Mass Production Delay to 2027, Casting Uncertainty Over Samsung

During Tesla’s latest earnings call in late October, cited by CNBC, the company confirmed that Samsung and TSMC will both produce the AI5 chip, a win for the South Korean semiconductor giant. However, CEO Elon Musk tweeted earlier today that high-volume production is now expected in 2027, later th...

2025-10-23

[News] Tesla AI5 Production Split Between Samsung, TSMC; Musk Cites Samsung’s “Advanced Equipment”

Samsung scores another major foundry victory, expanding its roster of high-profile clients on advanced nodes. After Tesla selected the company in July to produce its AI6 processor under a $16.5 billion contract, Elon Musk revealed during the latest earnings call—as cited by CNBC and Investing.com...

2025-10-10

[News] Tesla Reportedly Scales Back Optimus Production as Hand Design Issues Stall Assembly

While Elon Mush just shared a video on X showing Optimus practicing Kung Fu in early October, Tesla is reportedly scaling back its production plans for the humanoid robot this year due to challenges with its hand design, according to The Information, as cited by TechSpot. The main challenge repor...

2025-10-01

[News] Tesla and Apple Reportedly Eye Glass Substrates, Lifting Prospects for Taiwanese Suppliers

According to Commercial Times, industry sources suggest that Tesla and Apple are evaluating the use of glass substrates to improve chip performance. The report notes that if adopted, the move would likely target advanced, large-die applications such as autonomous driving platforms or AI server proc...

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