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@jukan05: Interesting. Tesla’s current AI5 chip, codenamed Helios, is reportedly being foundried by TSMC and Samsung, and the next-generation AI6 was...

@jukan05 4 信息等级 4 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-11T19:42 抓取：2026-05-12 04:03
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摘要

特斯拉AI5芯片由台积电和三星代工，代号Helios。下一代AI6芯片原本计划同样由这两家代工，但在特朗普政府施压下，原分配给台积电的部分将全部转给英特尔代工。

客观事实
  • 特斯拉AI5芯片由台积电和三星代工，代号Helios。
  • 下一代AI6芯片原计划分给台积电和三星代工。
  • 特朗普政府施压下，AI6原给台积电部分转给英特尔。
特斯拉 台积电 三星 英特尔 特朗普政府 AI5 AI6

原文

Interesting.

Tesla’s current AI5 chip, codenamed Helios, is reportedly being foundried by TSMC and Samsung, and the next-generation AI6 was also originally expected to be split between those two foundries.

However, under strong pressure and encouragement from the Trump administration, the portion of AI6 that was originally assigned to TSMC will reportedly be transferred entirely to Intel Foundry.

$INTC

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