Last week, Elon Musk announced that Tesla would make its next-generation AI5 processor in the U.S. and would double-source this system-on-chip from both TSMC and Samsung Foundry. This is down to Tesla aiming to have plenty of AI5 silicon available, since it will be used in a wide range of applications, including cars, robots, and, somewhat unusually, data centers. Musk also said that Samsung Foundry’s fab in Taylor, Texas, is more advanced than TSMC’s Fab 21 phase 1 in Arizona, which is a strange…








