"The Tesla-Samsung Al5 chip has reached tape-out," James Kim, a principal engineer at Samsung Foundry, wrote in the LinkedIn post. "It is scheduled to be manufactured at the Taylor fab using our latest 2nm process and will soon be integrated into Tesla's newest products. It has been an honor to collaborate with the outstanding engineers at Tesla Palo Alto and Austin over the past several months."
Elon Musk demonstrated the first sample of Tesla's AI5 in mid-April and revealed that the processor will be concurrently made both at TSMC and Samsung Foundry. Apparently, AI5 implemented in a TSMC process technology reached taped out several months ahead of AI5 implemented using a Samsung Foundry.
Tesla’s AI5 processor module that Elon Musk demonstrated in April integrates a relatively compact accelerator die — roughly half a reticle in size, based on Musk's earlier remarks — alongside 12 SK hynix memory packages that appear to be standard GDDR6 or GDDR7 devices. The package relies on an organic substrate, and the memory components are labeled similarly to conventional discrete DRAM chips.
Tesla has not revealed the width of AI5's memory subsystem, but the presence of 12 memory packages points to a relatively broad external memory interface. Assuming the module indeed uses 12 GDDR6 or GDDR7 ICs, the processor would feature a 384-bit memory bus. Depending on the memory technology and transfer rates employed, this would translate into memory bandwidth ranging from 768 GB/s all the way to 1.536 TB/s.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/teslas-ai5-with-2nm-class-node-tapes-out-at-samsung-foundry-production-starts-soon-months-after-tsmc-tape-out#main
- https://www.tomshardware.com/membership
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