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Tesla's AI5 with 2nm-class node tapes out at Samsung Foundry — production starts soon, months after TSMC tape out
Tesla's AI5 chip is about to enter mass production at Samsung Foundry using the company's 2nm-class process technology, a principal engineer at Samsung Foundry disclosed in a LinkedIn post, as noticed by Sawyer Merritt. As it turns out, the chip has been taped out recently.
"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.
The company has not disclosed AI5's peak compute performance, or other detailed performance specifications, but Musk has previously claimed that, in certain workloads, AI5 can deliver performance improvements of up to 40X compared to its predecessor.
Musk expects AI5 to be one of the most produced chip ever, which is why Tesla plans to use two foundries to make it. AI5 is projected to be used in Tesla cars, Tesla robots, and in Tesla's data centers.
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Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Doesn't this seem like a major failure of imagination in the industry? That there isn't an open product like this on the market (decent amount of in-package RAM, moderate CPU, and enough GPU to make it interesting)? It's applicable so many places - in cars of course, but look at the excitement around Mac Studio and the Strix Halo systems.
