The case for Terafab: chip-supply risks and capacity limits

A post reshared by Elon Musk makes a two-part case for Terafab: advanced chips from Taiwan may become unavailable, and existing chip factories could eventually hit capacity limits even if supply stays stable. It links those concerns to demand from server AI, edge computing, Optimus and Tesla vehicles, and quotes Musk: “So it’s either build Terafab or fail to scale.”