Overview

• Elon Musk reportedly told TSMC Chairman CC Wei that Tesla's long-term focus will shift from cars to humanoid robots, named Optimus.
• TSMC has assured Musk it can meet Tesla's chip demands, provided the company is willing to pay for the required production capacity.
• Tesla's Optimus robots, currently under development, are designed to perform labor-intensive tasks and feature advanced AI capabilities for navigation and object handling.
• Tesla plans to deploy approximately 1,000 Optimus robots in its factories by the end of 2025, with wider production potentially beginning in the coming years.
• TSMC's chips, including the AI5 processor expected in 2025, will play a critical role in Tesla's AI initiatives, including Optimus and Full Self-Driving technology.