“We’re very grateful to our existing supply chain, to Samsung, TSMC, Micron and others, but there’s a maximum rate at which they’re comfortable expanding.”
Musk wants to build a vertically integrated chip factory in Austin targeting 2-nanometer process tech and 100,000 wafer starts per month. The Electrek headline calls it desperation, which tracks. TSMC spent decades and hundreds of billions getting to where it is. Musk thinks he can replicate that with money and announcements. This is Tesla Battery Day for semiconductors.