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Message: [QUOTE="Queen, post: 85661, member: 27"] Elon Musk wants Tesla to build insane volumes of chips itself, betting TeraFab beats supply chokeholds and politics. TeraFab is not a joke anymore [LIST] [*]Elon Musk doubled down during an earnings call. [*]Tesla eyes full-scale chip manufacturing. [*]Output targets hit 100 to 200 billion units yearly. [*]The goal is total supply control. [/LIST] Why Tesla wants its own fabs [LIST] [*]External supply keeps tightening. [*]Geopolitics keep messing with planning. [*]Partners' cap volumes. [*]Musk wants zero dependency. [/LIST] What TeraFab would actually do [LIST] [*]One site handles logic chips. [*]Memory production sits inside the same network. [*]Packaging stays in-house. [*]Scale removes future bottlenecks. [/LIST] Custom silicon ambitions [LIST] [*]Tesla already runs AI5 internally. [*]Roadmap stretches through AI9. [*]Cost-efficient computing stays the priority. [*]Volume matters more than elegance. [/LIST] Musk knows this is brutal [LIST] [*]He openly admits fabs are extremely hard. [*]Difficulty is not a deterrent. [*]Tesla leans into hard problems. [*]Skipping the attempt feels riskier. [/LIST] Current partners are causing friction [LIST] [*]TSMC limits access and timing. [*]Micron sits inside the same supply web. [*]Samsung also factors into constraints. [*]Capacity fights are constant. [/LIST] The alternate path still exists [LIST] [*]Tesla could bankroll a partner fab. [*]Early access trades cash for priority. [*]TSMC already allows customer investment. [*]Overhead drops without exclusivity. [/LIST] Why does this keep coming up [LIST] [*]Dojo 3 is back in play. [*]Musk keeps circling Fab ownership. [*]Chips sit at the core of Tesla’s future. [*]Cars and AI both demand absurd scale. [/LIST] [/QUOTE]

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