Subject


Tesla


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...

2025-09-18

[News] Intel Rumored to Build Tesla Chips on 18A; Gaudi 3 Sees Early Momentum in Dell Servers

With Washington at Intel’s back with a 10% stake backup, Team Blue might be bracing for orders from more big techs. According to TweakTown, citing sources online, Intel may soon join forces with Tesla to build custom chips on its 18A process. As noted by TweakTown, the leak originated from Wccf...

2025-09-08

[News] Tesla Reportedly Advances In-House Chip Plans as Musk Hails AI5 Design Review

According to STAR Market Daily, citing Times of India and Telarati, Tesla previously disclosed it was internally evaluating the AI5 chips, and Elon Musk has now said the effort has achieved promising results. As the report notes, Musk wrote on X that he had just completed a strong design review w...

2025-08-18

[News] Samsung Reportedly to Supply 8-Inch OLEDs to Tesla in 2027, Possibly for Optimus Robots

According to South Korean media outlet Korea Industry Post, sources say Samsung Display will begin supplying 8-inch OLED panels to Tesla in 2027. The report notes that when Samsung Electronics signed a USD 16.5 billion foundry contract with Tesla late last month, a display supply agreement with Sams...

2025-08-13

[News] Samsung Reportedly Pushes SoP Packaging on Ultra-Large Panel, Challenging TSMC and Intel

According to ZDNet, Samsung Electronics is developing System-on-Panel (SoP), an advanced semiconductor packaging technology. The report notes that if SoP advances quickly, Samsung could secure a role in Tesla’s next-generation Dojo packaging supply chain. At present, Tesla plans to have its “AI6...

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