According to Taiwan Economic Daily News, TSMC has replaced Samsung and won a large order for Tesla’s FSD chip. Full Self-Driving chips will be produced at 4nm and 5nm. TSMC said no comment on this. Samsung is having a hard time. Also, there is an important detail, this is the first time that TSMC’s main customers are new energy car company customers.
Tesla may become a key customer for TSMC
Tesla is currently working on the development of a fully automated assisted driving system FSD (Full Self-Driving Computer), the use of self-developed chips, the integration of high-speed computing, AI, and other functions. According to the report, Tesla may become one of the top seven customers of TSMC in 2023. After the loss of Qualcomm’s Snapdragon division, Samsung’s loss of Tesla as a customer is probably making things hard for Samsung.
We all know that Tesla is working on the development of a fully automated assisted driving system FSD (Full Self-Driving Computer). The previous generation of FSDs was produced at 14nm, mainly at Samsung’s Austin factory. The chip carries the Hardware 3.0 name and was later upgraded to a 7nm process. Now, Tesla will go to the 4nm/5nm territory and will order chips only from TSMC.
The image processing speed of Hardware 3.0 is 21 times higher than that of the 2.5 version. Also, the cost of a single unit is 20% lower. Old car owners can upgrade for free as well. The self-developed Tesla FSD chip has a computing power of up to 144 TOPs. There are eight cameras supporting the system and which are completing the visual processing work. The next-gen is coming soon with TSMC. It will offer three times the power of the current model.
After the loss of manufacturing products such as the Snapdragon 8 Gen 1, Snapdragon 8 Gen 2, and Snapdragon 7 Gen 2 Samsung has struggles in the chipset division. TSMC continues to successfully close deals. We will see what happens next. What is your thought about this news? You can share with us in the comment section.