🚀 Elon Musk SHOCKS the market: SpaceX, Tesla, and xAI are NOT even THINKING about ditching TSMC! 🔥
But there’s one BIG “BUT”… 😱
According to Musk himself (based on Jin10 and his latest remarks), TSMC simply cannot physically keep up with the astronomical volume of chips his empire is consuming right now.
“If TSMC could supply us with what we actually need — Terafab would never have been created,” Musk basically implied.
But Terafab did happen… and that signals one thing: the chip hunger inside Tesla, SpaceX, and xAI is going completely off the charts! 💥
Terafab isn’t just another factory. It’s Musk’s in-house semiconductor weapon of mass computation — built for the Optimus army, FSD, Starlink, Grok, space-based data centers, and everything heading toward Mars and beyond 🌌
While the world is still struggling to keep up with the AI chip boom, Musk is building a vertically integrated machine designed to deliver TERAWATTS of computing power annually. The target? Around 1 TW of compute per year. That’s absolutely insane scale 🚀
Market takeaway?
TSMC remains the king and a key beneficiary — SpaceX and Tesla are still massive clients and are NOT going anywhere 🔥💰
But Musk’s message is crystal clear: even the best foundry in the world cannot keep up with his ambitions. That’s why Terafab is moving at light speed — suppliers are being engaged, Intel is reportedly getting involved, and capital is flowing aggressively.
The big question for 2026–2027:
Who wins this silicon hunger war?
TSMC? Samsung? Intel (already circling Terafab)? Or will new players rise?
Drop your take — who are you betting on in this epic chip war? 👇🔥
#TSMC #Terafab #ElonMusk #Tesla #ChipWar $TSLA
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