Analysis: Elon Musk's Terafab chases 10 chip iterations a year — can it rival TSMC?

DIGITIMESOctober 15, 2026en

Speaking to more than 2,000 Tesla owners and investors at the X Takeover event held at Tesla's Gigafactory in Austin, Texas, on October 11, Elon Musk made a candid admission: "To be clear, I don't know how to make chips." He immediately followed it with a declaration: "We'll figure it out."

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