TSMC stock
On July 1, 2026, TSMC and Tesla finalized a strategic manufacturing agreement for the next--generation "Dojo 2" AI training processor. The production will utilize TSMC’s innovative System--on--Wafer (SoW) technology, which allows for the integration of logic and memory across an entire wafer to achieve unprecedented computational throughput. This collaboration reinforces TSMC's dominance in the high--performance computing (HPC) sector and highlights the growing demand for custom AI silicon in the automotive industry.