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TSMC Arizona plant wins order to manufacture Tesla 4nm FSD autopilot chip

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Update time : 2023-01-04 10:46:48
         According to industry sources, TSMC's new U.S. plant in Arizona has received Tesla's 4nm chip order and is expected to start mass production in 2024. TSMC has also recently won orders from Volkswagen, General Motors and Toyota. Previously, it was reported last month that Tesla placed a huge order for 4nm chips at TSMC, which are planned to be used in Tesla vehicles' autopilot system in the future.
 
 
        Lin Zhenming, director of TSMC's automotive and microcontroller business development department, previously said that the automotive semiconductor market is expected to grow rapidly at a compound annual growth rate of 16% from 2021 to 2026, reaching $8.5 billion in 2026. In addition, Huang Chongren, chairperson of TSMC, also pointed out that in the past, in traditional car factories, the cost of a chip required for a car was about $500 to $600. With the significant change in the role of semiconductors in automotive electronics, the chips used in each car are expected to increase from the current $500 to $2,000 to $5,000.
         According to semiconductor industry insiders, the automotive semiconductor market has always been dominated by Infineon (Infineon), NXP (NXP), Renesas (Renesas), TI (TI) and STM (STM). Considering cost and capacity allocation, the proportion of outsourcing to wafer foundries is about 20%. With the shortage of chips changing the ecological model of the automotive chain, customers in the field of automotive electronics are no longer just based on IDM factories. Both IC design customers have also increased the research and development and design of automotive chips. At the same time, international car manufacturers have successively announced that they will invest in chip design and find wafer foundries to cooperate with. It is roughly estimated that about 80% of automotive chips use a mature 28nm process, and 20% (mostly ADAS-related) use less than 14nm. In this part, only Samsung and TSMC can receive orders, and TSMC technology and yield remain ahead. As a result, the industry has also consistently reported that   TSMC has won a number of automotive chip orders below 7nm.
        The semiconductor industry further pointed out that the current battlefield of electric vehicles is led by Tesla, and the technology is about 3 to 5 years ahead of its competitors. It has cooperated with TSMC for a long time, but in 2019, it handed over the hardware 3.0 self-driving chip to Samsung 14nm and 7nm OEM production. However, with the sharp increase in demand for AI computing power and safety, coupled with Samsung's poor yield and performance, even if the foundry offer is cheaper, Tesla has to go back and cooperate with TSMC, so it handed over Hardware 4.0 to TSMC OEM, and will film in the new factory in the United States, using the 4nm process. TSMC has also cooperated with Volkswagen and Italy and France, and has also obtained a long-term contract for General Motors' wafer foundry.
 

 
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