Tesla partners with TSMC to increase orders and expand production of D1 supercomputer chips

Tesla is increasing orders for the Dojo D1 supercomputer chip, according to a report from Taiwan’s Economic Daily. Dojo D1 is a custom chip specially designed by Tesla for the Dojo supercomputer. It is manufactured by TSMC. Sources familiar with the matter revealed that Tesla plans to double the production of Dojo D1 chips next year to 10,000 pieces. It is expected that orders for Dojo D1 chips manufactured by TSMC will continue to increase through 2025, taking into account the scalability of the Dojo supercomputer.

Tesla uses the Dojo supercomputer to train artificial intelligence models for advanced driver assistance systems and fully autonomous driving systems. With projects like FSD, self-driving taxis, and Optimus robots on the way, the Dojo supercomputer's contribution to the company's operations is likely to be even greater.

Tesla’s increased Dojo D1 chip orders also help TSMC. TSMC's deal with Tesla has reportedly led to an increase in orders related to high-performance computing. Although neither Tesla nor TSMC commented on the matter, the industry has publicly known the business relationship between the two companies

With Dojo With the addition of supercomputers, Tesla may be able to reduce its dependence on Nvidia's GPU chip products. Tesla has been an important customer of Nvidia, and there are reports that Tesla recently launched a new supercomputer equipped with 10,000 Nvidia H100 GPU chips. The system, which costs about $300 million, will be used for a variety of artificial intelligence applications.

Tesla published a series of posts on social media X about the Dojo supercomputer, showing off its ambitious goals. Tesla said that the Dojo supercomputer will begin production in July 2022, and it is expected that its computing power will be among the top five in the world by January 2024. By October 2024, Tesla expects the Dojo supercomputer to have a computing power of 100 Exa-flop per second

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