TSMC targets 4.5µm SoIC hybrid bonding for 2030 products

Officially released FSD V14.3 and began rollout to customer fleet

Reportedly hit 'hard capacity wall' at 2nm production node, creating supply constraints

Elon Musk predicts Tesla Optimus will surpass any human surgeon at scale within three years.

Will receive chips from the Terafab factory for Optimus robots, robotaxis, and self-driving systems.

Identified by Travis Kalanick as the dominant force in physical AI and robotics, comparable to Google's past dominance

Announced a $52-56 billion capital expenditure plan for 2026 to build 22 new advanced semiconductor fabs.

Released Q1 2025 Vehicle Safety Report showing FSD Beta had 92% lower injury rate than human drivers

Tesla unveiled its Optimus prototype at AI Day 2022.