Tesla placed an order for 4nm chips with Taiwanese chipmaker TSMC, confirming a four-month-old rumor that Tesla had chosen between Samsung and TSMC in favor of the latter company, according to the latest data. The chips will be used in Tesla’s self-driving systems in the future.
Image source: Samsung
According to DigiTimes Asia, the deal between TSMC and Tesla has already been concluded, the American electric car maker has become TSMC’s seventh largest customer. According to reports, the Taiwanese manufacturer’s plant in Arizona will mass-produce 4 semiconductors in 2024. The company already completed construction last year and has hired about 250 Americans to work.
Chips from the Arizona plant will be purchased not only by Tesla, but also by Apple. According to the head of the latter, Tim Cook, the company plans to buy 3nm semiconductors, production of which will also begin in 2024. Earlier this month President TSMC extension Mark Liu said the new US plant would generate $10 billion in revenue annually once production begins.
Industry insiders believe that such a decision promises big troubles for Samsung. At a minimum, this will negatively affect the company’s revenues over the next couple of years. It was recently reported that it lagged behind TSMC in the global contract manufacturing market as early as the third quarter of 2022, compared to the fourth quarter of 2021, the gap has widened significantly.
On the other hand, according to some reports, Tesla has chosen Samsung as the camera supplier for the Vision autonomous driving system. According to the Sammobile portal, there are rumors that Tesla will use Samsung cameras in Cybertruck pickups that have not yet gone on sale, as well as other electric vehicles, although the information has not yet received official confirmation.
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