| Mobile Web

Search results for supply chain

Mobility

Tesla signals \'major leap\' with FSD v15, eyes Optimus sales from second half 2027

Tesla has described its Full Self-Driving software FSD v15 as a step-change in autonomous driving performance and suggested it could begin external commercial sales of its humanoid robot Optimus from the second half of 2027. It shared the roadmap in a recent meeting with JPMorgan at its Fremont plant. Tesla also outlined plans for Cybercab expansion, hardware updates including AI4.5, and delayed the AI5 chip to mid-2027.

AI & Enterprise

MegazoneSoft builds Nongshim Group AX system on Google Workspace

MegazoneSoft, an affiliate of AI and cloud company MegazoneCloud, said on Aug. 21 it has completed a Google Workspace-based AX (AI transformation) system for Nongshim Group. The project covered building Google Workspace systems for 14 domestic affiliates and seven overseas units. It included migrating existing data to Google Drive, linking legacy systems and third-party solutions with Google Workspace, and change management to shift group-wide work practices toward AI.

Industry

Wafer supply bottleneck drives longer-term contracts

As supply bottlenecks for AI semiconductors spread from high-bandwidth memory and substrates to silicon wafers, long-term supply agreement terms have extended to as long as 10 years from a standard 3 to 5 years. Wafer capacity expansion has stalled while advanced packaging has increased wafer consumption. Micron provided $500 million in strategic financing to GlobalWafers and signed a 10-year agreement. South Korean memory makers are also shifting toward 5-year-plus lock-in and capacity-linked contracts.