They will find application in the autopilot systems of electric vehicles and humanoid robots.
As we learned this month, the first of two facilities under construction in Arizona will be operational by 2024 and will be able to offer customers 4nm and 5nm products. According to DigiTimes, which cites industry sources, this is where Tesla hopes to start producing chips for its own needs using 4nm technology.
Image Source: Tesla
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We are probably talking about FSD neural processors for fourth-generation autopilot systems. Now the third-generation chips are being produced using 14nm technology by Samsung Electronics, whose contract facility is located in Texas, some distance from the new headquarters of Tesla itself. Apparently, the geographical proximity within the continent was a key condition for the customer to conclude a new contract, and the TSMC project in Arizona appeared very timely. Earlier rumors attributed to Tesla a readiness to continue cooperation with Samsung, especially since the latter is also going to build a new facility in Texas by 2024. What kind of lithography she intends to use in this case is not officially specified, but previously it was about the 5-nm process technology in the most pessimistic version.
