Tesla plans to manufacture its next-generation AI6.5 chip using a 2nm process. The company announced this development on May 12. The chip will utilize new LPDDR6 memory technology. This move marks a significant shift in the semiconductor supply chain for the electric vehicle maker.
The AI6.5 chip promises substantial performance gains over its predecessor
Industry insiders report that Tesla is considering moving AI6.5 chip orders from TSMC to Intel. This potential change appears to be driven by pressure from the US government. The administration aims to boost domestic manufacturing capabilities before the November mid-term elections. Tesla originally intended to use TSMC for the AI6.5 chip and Samsung for the AI6 chip.
The AI6.5 chip promises substantial performance gains over its predecessor. The company expects performance to double compared to the current AI5 chip. Memory bandwidth will also improve significantly. The effective memory bandwidth will be one order of magnitude higher than standard DRAM.
Intel recently saw its stock rise by 14 percent after securing an outsourcing deal with Apple. This market reaction highlights the growing importance of US-based semiconductor production. However, industry insiders express reservations about the potential shift. They note that Intel's advanced process technology is still in the testing phase. The current yield rates for these advanced nodes remain unstable.
Tesla has not confirmed the final manufacturing partner for the AI6.5 chip. The decision to shift orders to Intel remains unconfirmed. The company has not disclosed any pricing or availability details for the new hardware. The political motivations behind this supply chain adjustment continue to shape the narrative.
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