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Tesla AI5 will be produced by TSMC starting in 2026. There will be Estimated volumes of 10-20% of relevant TSMC wafers, yielding 50-100 chips per wafer. AI6, will use Samsung’s facilities in Texas, potentially allowing 50-80% (or near 100%) dedication, enabling 5x or more chips than TSMC. Redlich’s analysis involves estimating tokens (AI processing units) … Read more