Samsung have started earlier than TSMC going to 2 nanometer GAA process chips. They will start mass production late in 2025. Elon Musk and Tesla was using semiconductor processes one generation or so behind Nvidia for the Tesla Dojo chip.
Samsung has challenges with lower yields (around 40%, compared to TSMC’s reported 60%). They have recent improvements getting toward 50% and a focus on closing the gap over the the 3 years. Samsung’s 2 nanometer chip will be as good or better than TSMC and Nvidia for the latest Nvidia chips. Nvidia was still using 3 nanometer processes for the B200 chip.
Samsung and Tesla using the 2 nanometer process will be starting on roughly equal playing field for energy efficiency by using the same process size.
SpaceX Starlink launched T-mobile satellite across the USA. This will enable millions of people to use Starlink anywhere for $10 per month. Starlink will get about half of the money from Tmobile and many other cellphone partners. Internet and voice everywhere is coming by the end of year. This will matter as it grows to billions of connected cellphones via Starlink. Elon will be able to get X and XAI served to billions of cellphone users. This will enable be a huge boost to the reach of X and XAI at or surpassing the the 3 billion people using Google, Apple or Facebook.
Even Mark Rober comparing Starlink satellite texting shows that you do not need to find the satellites by holding your phone to find a satellite lock.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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