Elon Musk’s Tesla (TSLA) Pays Homage To Micron For It’s Amazing Chips

daz999999999
10-04 22:54
$Tesla Motors(TSLA)$  

$Micron Technology(MU)$  

$Tesla Motors(TSLA)$

Elon Musk recently stated that Tesla had to cut the memory specifications on its upcoming robot chips because it was "the only way to get enough volume for Optimus production".

Key Comments on Micron and Memory

Cutting Optimus RAM: Musk explained that Tesla reduced memory on its chips (such as cutting the AI5 and AI6 chip memory allocations) to scale humanoid robot manufacturing. He noted this has a negligible effect on performance because memory bandwidth is a bigger constraint than total capacity.

Memory as an AI Bottleneck: Musk has highlighted that memory supply is currently AI and robotics's biggest bottleneck, noting that demand is growing at 200% annually compared to just 20% supply growth.

Public Thanks to Micron: Earlier during a quarterly earnings call, Musk publicly thanked Micron Technology for giving Tesla a "very significant allocation" of memory chips on "reasonable terms" amidst an industry-wide supply crunch and "insane" pricing.

 

TSMC and Elon Musk's Terafab Project Discuss U.S. Semiconductor Manufacturing Partnership
Taiwan Semiconductor Manufacturing Company (TSMC) is in talks with Elon Musk's Terafab project to form a joint venture aimed at establishing advanced end-to-end semiconductor manufacturing capacity in the United States. The collaboration seeks to expand domestic semiconductor production, with Tesla as a key customer for Intel's 14A process node at the Terafab AI chip complex in Austin. Terafab has already placed orders for manufacturing equipment, with initial silicon wafer production expected in several years.
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