According to supply chain reports, the number of new chip designs (NTOs) for TSMC's 3nm in 2024 has surged, and Tesla will become an N3P customer. In addition to customers such as MediaTek, AMD, Nvidia, Intel, and Qualcomm who will continue to import, the N3P with the goal of mass production in the second half of 2024 has also reported success, and Tesla has been included in the customer list, Expected production of the next generation FSD chips.