Tesla turns to Intel for Dojo chips after TSMC prioritizes others

Tesla awards Intel a packaging and testing contract for its supercomputers after previously selecting Samsung Foundry for chip manufacturing services. The electric vehicle manufacturer diversifies its semiconductor supply chain by working with multiple partners across different product categories. Samsung secured production rights for Tesla's next-generation AI6 processors using advanced two-nanometer fabrication technology.

Intel receives responsibility for packaging Tesla's Dojo 3 supercomputer components through its foundry division. The automaker plans to separate chip production from module packaging operations across its supply chain partnerships. TSMC faces capacity constraints with its CoWoS packaging technology due to high demand from other customers.

Intel will deploy its EMIB interconnect technology as an alternative to TSMC's system-on-wafer solutions for Tesla's requirements. This embedded bridge system connects multiple semiconductor dies while offering enhanced modularity for future customization. The partnership provides Intel Foundry with a significant customer during its competitive expansion efforts.
 

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