Tesla Advances AI with New Semiconductor Factory and Enhanced FSD System

On March 29, Elon Musk announced that Tesla's Full Self-Driving (FSD) system is designed to anticipate pedestrian intentions before they step onto the road, rather than merely reacting with post-event braking. According to BlockBeats, Tesla's AI-driven autonomous driving technology is expected to be over ten times safer than human driving. In addition, Tesla has initiated the construction of a massive semiconductor chip factory in the United States, known as the Terafab project. This facility is set to surpass traditional factories in scale, integrating the production of logic AI chips, memory, and advanced packaging within a single site. The primary goal is to produce between 100 billion to 200 billion chips annually, with an initial capacity of 100,000 wafers per month, which can eventually expand to 1 million wafers per month, significantly exceeding the current output of major manufacturers like TSMC and Intel. Musk's intention behind this project is to meet Tesla's rapidly growing AI computational demands, providing in-house chips for the Dojo supercomputer, FSD autonomous driving, Optimus robots, and the Robotaxi fleet, thereby reducing reliance on external suppliers such as TSMC and Samsung.