From WCCFtech, March 14:
Elon Musk's plans to build a chip fab are expected to be unveiled in 7 days, as Tesla's CEO aims to solve the chip supply bottleneck his company faces.
Elon Musk Intends to Have a TeraFab That Produces 'Hundreds of Billions' Chips Per Year, But Probably Without a Cleanroom
The semiconductor industry is witnessing some of its 'intense-ever' timelines amid the AI frenzy, as demand for chips is so immense that it is imposing constraints on customers like Tesla. Musk has repeatedly pitched the idea of creating his fab network, saying it would help Tesla fulfill its custom silicon ambitions and, at the same time, allow the US to reduce its reliance on TSMC. While many experts have called Musk's ideas 'wild,' saying semiconductor businesses aren't easy to enter, it appears Tesla's CEO is doubling down on them.Musk's recent tweet says that the TeraFab project launches in "7 days", and while he hasn't talked about the specifics, it is likely that he and his team will give us a rundown on how the fab would actually materialize. Based on Tesla's CEO's earlier claims, he is eager to achieve an output of 100 billion to 200 billion chips per year, which would technically make his fab one of the largest in the world, surpassing TSMC's output in Taiwan. While the ambitions do seem 'awesome' on paper, many have questioned Musk's actual game plan, noting that the last time he discussed TeraFab, he ruled out a cleanroom....
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