As TSMC ramps up its 3nm chip production in 2024, Tesla seems to be interested in using TSMC 3nm chip to steer across its new full self-driving(FSD) smart driving chips. The Elon Musk, brainchild Tesla is also known to be a vital part of the upcoming TSMC’s 3nm NTO chip design.
Why Tesla is Eager to Use TSMC 3nm Chip Technology?
TSMC plans to roll out its production of its N3P process in 2024. Compared to its predecessor N3E process, N3P sports a significant performance enhancement, comes with low-power capabilities and a salient improvement in chip density.
TSMC has earlier stated that its N3P rollout can surpass the capabilities of Intel’s 18A process. Earlier, the TSMC Dojo D1 Chip – a 7nm process and HW 4.0 chip – powered with a 5nm process was opted by Tesla. Now with the new N3P process partnership between TSMA and Tesla, the companies aim to enhance their chip supply agreement.
The latest 3nm opt by Tesla also boosts the stocks and revenue trajectories of TSMC. Semiconductors are set to play an instrumental role in driving the growth of the global EV industry.
Tesla already eyes to establish an EV gigafactory in India, as the Government of India is eager to invite major players who can help drive the green mobility ambition of India.
N3P offers enhanced performance, reduced power consumption, and increased transistor density compared to N3E, all while maintaining compatibility with N3E’s design. The majority of TSMC’s clients interested in a 3nm-class process are expected to use the relaxed N3E node, which according to TSMC is on schedule and achieving their performance targets.
