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Every Apple iPhone has a Samsung screen and a TSMC chip. Every Tesla has a Panasonic battery, Fuji Technica and Miyazu aluminum frame, and TSMC chips. I actually want to see them pull this off 😂

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Asian Dawn

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38,083 просмотров • 3 месяцев назад •via X (Twitter)

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Apple is exploring using Intel and Samsung to produce chips for devices in the US — as a backup to longtime partner TSMC Peter Elstrom explains
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Apple is exploring using Intel and Samsung to produce chips for devices in the US — as a backup to longtime partner TSMC Peter Elstrom explains

Bloomberg

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Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands
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Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands

X Freeze

53,291 просмотров • 4 месяцев назад

Sphere Semi CEO Glinert 🇺🇸 🏭's hot take: the day that Intel 14A works, Taiwan starts becoming irrelevant. "Intel has as much capacity as TSMC. Incredible amounts of capacity." "TSMC Arizona, yeah, has capacity, but they're never going to put their lowest node stuff there because they're not stupid." "The day that Apple and AMD and Nvidia start really putting volume into 14A Intel's fabs, that's kind of it for Taiwan as a thing that we care about." "However, there are a few reasons why TSMC + Samsung + Japanese fabs + Intel are a lot better, and I think number one is that we're really good at design."
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Sphere Semi CEO Glinert 🇺🇸 🏭's hot take: the day that Intel 14A works, Taiwan starts becoming irrelevant. "Intel has as much capacity as TSMC. Incredible amounts of capacity." "TSMC Arizona, yeah, has capacity, but they're never going to put their lowest node stuff there because they're not stupid." "The day that Apple and AMD and Nvidia start really putting volume into 14A Intel's fabs, that's kind of it for Taiwan as a thing that we care about." "However, there are a few reasons why TSMC + Samsung + Japanese fabs + Intel are a lot better, and I think number one is that we're really good at design."

MTS

32,915 просмотров • 4 месяцев назад

Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX
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Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX

Herbert Ong

30,776 просмотров • 1 месяц назад

If Huawei hadn't been banned from TSMC in 2019, Dylan Patel thinks it would have already eclipsed Apple as TSMC's biggest customer. And that it would have better AI chips than Nvidia. Before it was banned, Huawei was actually the first to ship a 7nm AI chip — two months before Google's TPU and four months before Nvidia's A100.
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If Huawei hadn't been banned from TSMC in 2019, Dylan Patel thinks it would have already eclipsed Apple as TSMC's biggest customer. And that it would have better AI chips than Nvidia. Before it was banned, Huawei was actually the first to ship a 7nm AI chip — two months before Google's TPU and four months before Nvidia's A100.

Dwarkesh Patel

121,930 просмотров • 5 месяцев назад

ELON: TESLA'S PEDAL TO THE METAL ON AI5 & AI6 "Tesla's pedal to the metal max production is to get Tesla AI5 chip design into production and then reaching scale, that'll probably happen around the second quarter of next year. AI6 would hopefully follow less than a year later. We've secured all the chip fab production that we can using TSMC Taiwan, Samsung Korea, TSMC Arizona, Samsung Texas. The limiting factor once you can get to space is chips, but the limiting factor before you can get to space will be power." Source: Cheeky Pint Podcast, Elon Musk
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ELON: TESLA'S PEDAL TO THE METAL ON AI5 & AI6 "Tesla's pedal to the metal max production is to get Tesla AI5 chip design into production and then reaching scale, that'll probably happen around the second quarter of next year. AI6 would hopefully follow less than a year later. We've secured all the chip fab production that we can using TSMC Taiwan, Samsung Korea, TSMC Arizona, Samsung Texas. The limiting factor once you can get to space is chips, but the limiting factor before you can get to space will be power." Source: Cheeky Pint Podcast, Elon Musk

Mario Nawfal

72,185 просмотров • 7 месяцев назад

Elon Musk says every new chip fab takes five years from start to volume. Every AI company on Earth needed more chips by 2030. OpenAI. Anthropic. Google. Meta. Each one had built the budget. The chips didn't exist yet. Capacity through 2030 had already been booked at every major fab. "I ask TSMC or Samsung, okay, what's the timeframe to get to volume production?" Break ground. Climb the yield curve. Reach volume. Each stage took at least a year, and the curve refused to flatten. Yield meant percent of wafers that ship. Yield meant survival. Then Musk dropped the actual number. "That, from start to finish, is a five-year period." Musk gave the constraint a name: **the five-year fab clock**. Five years. No shortcuts. Musk, who had prepaid TSMC and Samsung through 2030, knew the clock. His own AI5 chip targets production in 2026's second quarter. A new fab needed to break ground, install ASML tools, train tens of thousands of operators, run pilot wafers, debug each process step, and ramp from one wafer per day to fifty thousand. TSMC Taiwan. Samsung Korea. TSMC Arizona. Samsung Texas. All booked. Every shovel of dirt accounted for. After Musk drew the clock, every 2027 AI promise became unfulfillable. Compute would have to wait for cement to dry. Musk, on the suppliers who were trying: "They're going balls to the wall, as fast as they can. It's still not fast enough." What ceiling on your roadmap is bound by physical constraints nobody is naming? P.S. If you want to stop overthinking, control chaos, and navigate any decision with the clarity... I made a full playbook breaking down the timeless decision-making mental models used by history's greatest thinkers. Comment "models" and follow GeniusThinking so I can DM you a copy. If you're new here, GeniusThinking is a gallery for the greatest minds in economics, psychology, and history. Follow along for more similar content. — Elon Musk ( Elon Musk ), CEO of Tesla and SpaceX, on Dwarkesh Patel's ( Dwarkesh Patel ) podcast
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GeniusThinking

93,319 просмотров • 3 месяцев назад

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics
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ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

X Freeze

305,109 просмотров • 10 месяцев назад

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CoinForge

17,983 просмотров • 3 месяцев назад

🚨 #BREAKING: President Trump has officially announced a $100 BILLION investment in the U.S. from Taiwan chip maker TSMC THOUSANDS of high paying jobs comes with this investment. This is massive from BOTH an economic and a defense standpoint, because as it stands now, China could take Taiwan and totally kneecap the U.S. by blocking exports of critical chips.
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🚨 #BREAKING: President Trump has officially announced a $100 BILLION investment in the U.S. from Taiwan chip maker TSMC THOUSANDS of high paying jobs comes with this investment. This is massive from BOTH an economic and a defense standpoint, because as it stands now, China could take Taiwan and totally kneecap the U.S. by blocking exports of critical chips.

Nick Sortor

206,518 просмотров • 1 год назад

Elon has locked capacity across every major advanced foundry on Earth. TSMC. Samsung on 2nm in Texas. Intel via Tera Fab. This isn’t allocation hunting. It’s building sovereign AI chip infrastructure as Taiwan risks mount. Triple redundancy where the rest of the industry has none. The supply chain moat of the century is taking shape in Austin. *** thanks to David Carbutt and team for the edit
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Elon has locked capacity across every major advanced foundry on Earth. TSMC. Samsung on 2nm in Texas. Intel via Tera Fab. This isn’t allocation hunting. It’s building sovereign AI chip infrastructure as Taiwan risks mount. Triple redundancy where the rest of the industry has none. The supply chain moat of the century is taking shape in Austin. *** thanks to David Carbutt and team for the edit

Farzad 🇺🇸 🇮🇷

34,886 просмотров • 4 месяцев назад

Look at the expression on Jensen’s face when a reporter asks if TSMC is going to make enough wafers for Nvidia this year. I'm not a CIA body language expert, but GOOD LUCK to da bears. $NVDA Reporter: "Jensen will TSMC be supplying enough for you guys this year?" Nvidia CEO Jensen Huang: "TSMC needs to work very hard this year because I need a lot of wafers and CoWoS this year. ... So TSMC is doing an incredible job and they're working very, very hard. We have a lot of demand this year."
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Look at the expression on Jensen’s face when a reporter asks if TSMC is going to make enough wafers for Nvidia this year. I'm not a CIA body language expert, but GOOD LUCK to da bears. $NVDA Reporter: "Jensen will TSMC be supplying enough for you guys this year?" Nvidia CEO Jensen Huang: "TSMC needs to work very hard this year because I need a lot of wafers and CoWoS this year. ... So TSMC is doing an incredible job and they're working very, very hard. We have a lot of demand this year."

tae kim

403,365 просмотров • 7 месяцев назад

Samsung Electronics reached a $1 trillion market valuation, driven by the AI boom. This makes it only the second Asian firm, after TSMC, to hit the mark and puts it in the same elite group as companies like Nvidia and Apple. Sangmi Cha explains
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Bloomberg

27,794 просмотров • 4 месяцев назад

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Eric Daugherty

110,334 просмотров • 1 месяц назад

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0:28

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Autism Capital 🧩

1,393,733 просмотров • 1 год назад