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Tesla
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T
TSMC
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Coverage (30d)
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This Week
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Evidence
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Timeline

Tesla2029-12-31

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

Tesla2026-04-10

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

TSMC2026-04-01

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

Tesla2026-03-22

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

Tesla2026-03-18

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

TSMC2026-01-01

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

Tesla2025-05-28

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

Tesla2022-09-30

Tesla unveiled its Optimus prototype at AI Day 2022.

Ecosystem

Tesla

hiredAndrej Karpathy9 src
developedOptimus4 src
hiredElon Musk2 src
competes withUnitree Robotics1 src
partneredTerafab1 src
usesHumanoid Robotics1 src

TSMC

competes withAnthropic1 src
competes withMiniMax1 src
hiredMorris Chang1 src
developedB2001 src

Evidence (1 articles)