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Tesla and Annex set up a joint venture chip company and placed chip orders with TSMC at the same time

Update time : 2022-11-29 11:08:59

Tesla is finally making a big splash in the self-driving space, opening up the Full Self-Driving (FSD) capabilities of its Autopilot system to everyone in North America. However, with this move came a growing demand for chips, which Tesla is now trying to meet, not only using TSMC but also establishing its own chip-focused joint venture (JV) in China .
A few days ago, Tesla has established a joint venture with the Swiss automotive semiconductor company Annex. The joint venture has a registered capital of US$150 million, with Annex owning 55% of the shares, followed by Jinan Zurich Annas Equity Investment Fund Partnership with 40% of the shares, and the remaining 5% of the shares are owned by Tesla. Jinan Zurich Annas Equity Investment Fund acquired Annex for US$5 billion as early as June 2022.
Meanwhile, Tesla has reportedly placed a large chip order with TSMC. According to reports, the size of the order will make Tesla one of TSMC's seven largest customers next year. The chips will be fabricated on TSMC's 4/5nm node.
As a recap, Samsung is responsible for manufacturing Tesla's FSD 3.0 chips on its 14nm architecture. However, according to DigiTimes, Tesla is now apparently moving away from Samsung and towards TSMC.
At the same time, according to statistics from Future Fund managing partner Gary Black, Tesla is expected to recognize approximately US$1 billion in FSD-related deferred revenue in the fourth quarter of 2022.
"We estimate $TSLA has sold 400,000 FSD packs at an average price of $9,000 since FSD's listing. Assuming 300,000 sold in the US, a 40% unamortized deficit implies a potential dividend release $1.1 billion."
Tesla recently unveiled its vision-based iteration of autopilot with great fanfare. Through eight high-resolution cameras and a high-tech neural network to interpret visual cues, Autopilot will mimic the way humans make decisions on the road.
Last year, Tesla released the 7-nanometer-based D1 chip that powers its Dojo supercomputer, which feeds its self-driving neural network by feeding it millions of visual clips taken by electric vehicles already on the road. The electric car company revealed a lot of details about its Dojo supercomputer at its recent Chips 34 event.

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