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X Freeze
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参加 July 2024
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Tesla + NVIDIA are backing a massive $2.8 BILLION expansion of Samsung Electro-Mechanics' advanced chip manufacturing supply chain in South Korea The investment will expand production of advanced FC-BGA substrates used in high-performance SI chips The reported breakdown: • Tesla: ~1.1 trillion won investment • NVIDIA: ~2.6 trillion won investment • Tesla: Five-year supply agreement from 2029–2033 • New production capacity in South Korea And these are critical components for the advanced chips needed to power autonomous vehicles, Optimus robots and massive SI computing infrastructure Tesla is moving deeper into the physical infrastructure required to scale autonomy, Optimus and SI at an extraordinary scale
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