Musk meets with TSMC Chairman Chieh-Chia Wei, future focus on Optimus humanoid robots

Tesla CEO Elon Musk met with TSMC chairman Wei Zhejia in the U.S. Musk emphasized the importance of TSMC's production capacity for Tesla's production of the self-developed Dojo chip, which adopts TSMC's 5nm process and InFO-SoW advanced packaging. The news said Musk revealed that Tesla's future center of gravity is Optimus humanoid robot, Wei Zhejia responded to the chip supply problem, but also talked about the characteristics and application scenarios related to multi-functional robots, implying that the direction of Tesla's development will be more inclined to humanoid robots rather than automobiles. However, the report there are errors in the application of the chip, industry insiders Jeff Lutz clarified Dojo chip is mainly used to support neural network training to promote the development of autopilot technology, the current Tesla related products are mainly used AI4 chip, AI5 chip is expected to go into production in 2025 and is expected to be used in Cybercab, Samsung and TSMC may be awarded a production order. Bank of America analyst John Murphy predicted that by the end of 2025 Tesla factory will deploy about 1,000 units of Optimus robot, the robot has the ability to interact and can perform simple tasks, with more powerful AI functions, Deutsche Bank expects that based on a certain sales volume and selling price, Optimus robot by 2035 will bring considerable annual income for Tesla.