According to the reports from China and Taiwan (translated from Chinese):
“TSMC is receiving orders for vehicles, and it is reported that it has replaced Samsung and won a large order for Tesla’s new generation of fully automatic driver assistance (FSD) chips, which will be produced at 4/5 nanometers. Tesla is expected to become one of TSMC’s top seven customers next year. It is the first time that TSMC’s main customer has a pure electric car factory, which will help resist the impact of consumer electronics boom adjustments.”
According to reports, TSMC will allegedly provide Tesla with the newest chips from a manufacturing plant in Arizona. To be clear, neither Tesla nor TSMC have supported the assertions.
Self-Driving Chips and FSD computer
It is worth noting that the leading American automaker has been developing its Full Self-Driving Beta capabilities and Autopilot technology for years. In fact, it is currently advancing with its single-stack FSD Beta Version 11.
Since 2016, Tesla’s chip team has been working on its chip. Earlier in 2019, Tesla’s current chip was revealed as a part of Tesla’s Hardware 3 FSD computer. Notably, Samsung has up till now provided it.
Nonetheless, the ordered chips may be significantly more potent than the ones it now uses in its in-house Full Self-Driving computer. Tesla might rank among TSMC’s biggest clients in 2023 if the order goes through.
As the advanced driver-assist system develops, the chips and FSD computers are crucial to Tesla’s vehicles.
On the other hand, rumors suggest that Tesla’s Hardware 4 FSD computer may soon be available on the market. It is anticipated to launch in the highly awaited Cybertruck in 2023.
We can only hope that Tesla will provide more information about its plans for Hardware 4 and the next-generation chips. However, Tesla’s moves are hard to predict.