Apple chip maker TSMC to manufacture Tesla's new FSD hardware

Tesla's next generation FSD hardware will be manufactured by TSMC

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As Tesla continues to send out the latest FSD Beta, 10.69.3.1, the next generation of Tesla's FSD computer will be using chips manufactured by Taiwan Semiconductor Manufacturing Company Limited (TSMC). Although you may be familiar with this company, there may be a product in your hand now that uses its technology. Apple is a significant customer of TSMC.

Tesla is reportedly dropping Samsung to go with TSMC for the next generation of the Full Self Driving computer. The current computer, Hardware 3, is already a major force. But there are reports that Tesla is preparing a Hardware 4 computer. It's believed to be about three times faster than the current computer.

These TSMC chips are considered the most sophisticated available at 4-nanometer and 5-nanometer processes. They have increased speed and reduced power consumption compared to the previous 7-nanometer process.

A report published by the Taiwan Economic Daily and China's IT House states (translation provided by Electrek): TSMC is receiving orders for vehicles, and it is reported that it has replaced Samsung and won a large order for Tesla's new generation of fully automatic driver assistance (FSD) chips, which will be produced at 4/5 nanometers. Tesla is expected to become one of TSMC's top seven customers next year. It is the first time that TSMC's main customer has a pure electric car factory, which will help resist the impact of consumer electronics boom adjustments.

While TSMC, one of the largest semiconductor companies in the world, is no stranger to the high demand and popular products, this would be the first time it is supplying to an electric vehicle company. Samsung may have lost the chip deal, but it will still be a big part of Tesla's future. In addition, Samsung is producing the advanced cameras that Tesla requires now that FSD relies on Vision only for its Advanced Driver Assistance System (ADAS).

Tesla used Nvidia hardware before switching to the Samsung chip in 2019. The launch of hardware 3.0 increased the frames processed by 21 times. But Elon Musk has stated a new chip has been in the works for years. FSD Version 11 is right around the corner, and it includes a single technology stack to support city and highway driving. So it seems the next big advance will be in the hardware.

Tesla's Cybertruck is expected to be the first vehicle with Tesla's latest FSD hardware, which will include higher-resolution cameras and a more powerful FSD computer.

Tesla revealed hardware 3.0 and its capabilities during its Autonomy day in 2019. Tesla may hold another event next year to show off the latest hardware.

Tesla Referral Code - Get Up to $2,000 Off a New Tesla

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If you’re planning to buy a new Tesla, consider using our referral code. Not only will you receive up to $2,000 off your vehicle, but you’ll help support our site.

Plus, if you take delivery by December 31st, you’ll also get 3 months of free Supercharging and Full Self-Driving (FSD).

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Free Supercharging and FSD

You must take delivery by December 31st, 2024 to qualify for the three months of FSD and free Supercharging. It’s not clear whether Tesla will offer these benefits starting January 1st.

Referral Codes

All referral codes will give you the same benefits. However, each one is limited to 10 uses, so if one hits the limit, try another one.

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Tesla Resolves 700k Vehicle Recall via OTA Update; NHTSA Now Highlights OTA Recalls

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Tesla has issued a recall for 700,000 vehicles in the US, which addresses a software bug that impacted Tire Pressure Monitoring System (TPMS) sensors. Of course, this recall was resolved with an over-the-air (OTA) update on Tesla update 2024.38.7. 

As the software bug could potentially pose a safety issue, a mandatory NHTSA recall was filed by Tesla. This bug impacted the Model Y, Model 3, and Cybertruck. As usual, mainstream news media has let loose on Tesla, issuing articles and headline reports on TV covering the recall - but of course, not mentioning it was fixed by an OTA update, even before the notice was released.

You can read NHTSA’s entire recall notice here.

The Bug

Update 2024.38.3 reset the TPMS warning indicator when the vehicle was powered down or put to sleep between drives. This could potentially leave a driver unaware of a persistent TPMS issue, wherein they could have too little or too much air pressure in a tire.

According to the NHTSA filing, Tesla identified the issue on November 6th, 2024, and then confirmed in a further investigation that there was indeed an issue. Shortly afterward, update 2024.38.7 began rolling out on November 12th, just under a week later.

Tesla also confirmed that there were no real-life impacts - so no collisions, injuries, or fatalities as a result of this bug while it was in the wild. They did note that 76 warranty claims were filed during the 6-day period, which helped to isolate the issue.

OTA Recalls Now Recognized by NHTSA 

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According to a post by DriveTeslaCA, the NHTSA has now added an icon to their website indicating whether a recall is fixed via an OTA software update. 

The message reads: “Software Update Repairs Recall”. 

That’s certainly a step forward, letting users know the issue will be addressed via a software update and they won’t need to bring their car into service. We’d like to see NHTSA next adopt some of the lessons learned by Transport Canada, which issues recalls solely by e-mail.

NHTSA will be using approximately 50 trees worth of paper to print and ship the recall notices, which will likely arrive sometime in January - months after the issue has already been resolved by Tesla.

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