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13 Dec 2022

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Tesla Ordered Tens of Thousands of Next-Generation, Self-Driving Processors from TSMC

According to reports, Tesla has placed a huge order with Taiwan's TSMC for its next-generation Full Self-Driving (FSD) computer. This may make Tesla one of TSMC's biggest customers.

Last year, Tesla established a team of architects dedicated to making the company's chips, led by famed chip designer Jim Keller.

We designed a super powerful and efficient chip to achieve self-driving in consumer vehicles without additional hardware like in Waymo and Cruise's custom-built autonomous vehicles.

A self-driving computer called Hardware 3.0 (HW 3.0) was announced by Tesla in 2019. They claim an improved frame-per-second performance of 21 versus the previous generation's Autopilot, which ran on Nvidia hardware, with only a marginal increase in power consumption.

Elon Musk, CEO of Tesla, says that they are already working on the next generation of this new chip, which they expect will be three times better than the first and expected to be on the market in two years.

The chip has been introduced to the public for over two years. However, there have been credible rumors that the giant tech company is working on it.

TSMC reportedly worked with Tesla to develop the next generation of its self-driving chips in 2020. Tesla worked with Samsung to Create the first generation.

Although many semiconductor companies exist worldwide, Taiwan Semiconductor Manufacturing Company Limited seems to be the largest.

In light of reports from China and Taiwan, Tesla is forging ahead with TSMC to make its next-generation self-driving chip, sources say.

TSMC is receiving orders for vehicles. 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. (Translated from a Chinese)

Based on the report, TSMC intends to supply Tesla's production from an Arizona factory. There is little information about Tesla's next FSD computer, but the automaker said it isn't required to achieve Full Self-Driving - even though it would enhance performance.

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