Tesla Inks 16.5b $ is Samsung for HW6 chips but still no HW3 solution

According to Tesla CEO Elon Musk, Tesla Samsung will use the Next-Gen Beg to the next general with its own drive.

But despite planning two generations ahead, the company still does not have a solution that will bring a promised full autoencation to hardware that has been promised by this ability since 2016.

Previously, Samsung today announced an agreement of 22.8 trillion winning ($ 16.5 billion), which would take place by 2033. In this submission, Samsung did not name the customer, only that it is a “large global society”. Later, Bloomberg announced that the customer was Tesla, and Musk confirmed it on Twitter. Then in his usual bravery states that the agreement is “probably much more, what”.

Musk also said that the chips would be made on the Samsung device in Taylor, Texas. Production will probably start in 2026.

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Samsung manufactures chips for computer-with-own computer in current Tesla vehicles, but will create the next generation TSMC, first in Taiwan and later in Arizona. Then other-Next generation will be covered with this new agreement Samsung.

The new agreement is significant because of the global dominance of TSMC in the Spindle area. Samsung had the meaning of unused capacity, so the Tesla Agreement is a great support for the company’s company company.

Tesla has undergone several generations of chips, previously referred to as “HW”, which is “hardware”, with a number indicating their generation. More recently, Tesla began to report on her chips with “AI” instead of “hw” to integrate technical buzz day -day.

Currently, Tesla is on HW4/AI4 and TSMC will produce HW5, then Samsung re -creates HW6.

These generations of hardware are gradually more capable and can handle more data, and so theoretically, their own drive tasks improve.

The current Tesla HW4 vehicles cannot follow themselves and are able to operate SAE Level 2, which requires an attentive driver behind the wheel (although the Tesla solution works by BETER than most others). Tesla’s “robotaxi” system is currently working in Austin without anyone in the driver’s seat, but has a “safety driver” that can take control of the vehicle and somewhat blur the line at which the SAE level works.

But what about hw3?

There is a problem with differentiation between these hardware generations: always sincere 2016, when Tesla was on version 2 of its hardware, promised the ability to drive on all its vehicles.

This was an Andded in blog post 19. Octuber 2016, which has since been deleted from the Tesla website, but is advanced through Archive.org.

Tesla said at that time that every Tesla vehicle made after this date has hardware that would allow full drive.

In the end, it turned out that HW2 would not be able to make full tasks with its own drive and Tesla upgraded to HW3, which promised all HW2 customers to get a free upgrade to HW3 if the full self -evaluation system was $ 15,000 over time.

However, Tesla tried to charge the owners $ 1,500 for this hardware upgrade, although Tesla was selling cars and claiming that all the hardware needed for full drive.

One owner had to take Tesla to make them go through this promise, and Tesla still charges $ 1,000 for this already hardware owners. And this is not the only one, there are a number of other cases of false advertising cases that went to short, arbitration or reached an agreement.

Now, with a change from HW3 to HW4, we see an indication of a similar run.

We have already seen different versions of FSD software based on which hardware level vehicles have, while HW3 vehicles obtain updates later than HW4 vehicles. To call from earnings last week Tesla CFO VAIBHAV Taneja said:

What we want to do is first on the hardware oven Unnsupervised. Once it’s done, we’ll get back and look at what we have to do with hardware three cars. As I said, we first focus on not getting rid of and then we’ll get back and see what other work we need to do.

“Conduct” is Tesla’s new name for news Full of own driving, which allows the vehicle to drive without supervision of someone in the driver’s seat. This, unlike the “under the supervision of FSD”, has begun to use the phrase Tesla for decades promising full management without delivering it.

Here Taneja said that HW3 cars eventually get FSD, but Tesla really does not question it, and first focuses on new cars, then return to see your needs.

Previously, Musk said Tesla “would have to upgrade hardware of 3 people”, but recently it has been clear that Tesla really does not have a plan for this upgrade. And the Tanes’ comments suggest that Tesla will still try to wedge the FSD on HW3, although he previously admitted that the system was unable to.

The existence of future HW5 chips and even HW6 also suggests that the current system is unable to control complete control. If HW4 is capable of FSD, then Wild Tesla needs two more generations of chip in the following two YEY to perform tasks that promised to make all his cars do For decades of previous?

So much more than having no HW3 cars (or even HW2 cars, some of which have received free upgrades, but others who charged $ 1,000 for upgrading to the computer they have already paid for), that is, Tesla is GoK Can, and eventually have no solutions for HW4 and HW5?

And when will we know about these solutions? Tesla has sold millions of vehicles with the promise of its own driving, which will seem to require upgrade at a certain point. And many of these vehicles are old enough to be downloaded, despite spending up to $ 15,000 at the pace of software that have never been delivered to them (and Tesla says it will not allow you to transfer a new license because the auto -mosquito software you bought … Although it has now allowed a “one -off” amnesty five times).

The HW6/AI6 will surely have a variety of new Whizbang skills, but we were promised these capacities years ago and are still not delivered.

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