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This must be a big hit for TechInsights. They are the actual gold standard. TechInsights bases their analysis on actual silicon not...
Mar 14, 2026
TSMC strengthened its lead in the semiconductor foundry market in 2025, driven by surging AI chip demand, according to TrendForce...
Mar 14, 2026
What will be first, landing on Mars or 1 M wspm fab built/operated by Elon...
Mar 14, 2026
This is going to be fun! Until another shiny things distracts him.
Mar 14, 2026
Update, looks like Terafab is moving from conjecture to a project:
Mar 14, 2026
Update, looks like Terafab is moving from conjecture to a project:
Mar 14, 2026
Yes - The "Terafab", and AI5/AI6 chips benefit both Tesla and xAI (Grok)... "benefitting" SpaceX. AI5 is designed to be used for cars...
Mar 14, 2026
Does it have something to do with the SpaceX (owns xAI and X/twitter) IPO even it's a Tesla project? There are several AI companies...
Mar 14, 2026
I wonder if Pat G ever tried to approach Musk for chip business. I feel like they both have some traits in common.. Hubris, for...
Mar 14, 2026
That would be an amazing partnership! Let's get Elon out to Ohio!
Mar 14, 2026
Some of Patel's posts and articles have definitely improved since he has hired several people with deeper expertise in chip design and...
Mar 14, 2026
Let me be humble, I do not know him and I'm also not a semiconductor industry expert. I'm sure there may be many errors in all his...
Mar 14, 2026
Let me ask you this, how do you view Dylan Patel's credibility as a semiconductor industry expert?
Mar 14, 2026
"Even when we extrapolate the best-case scenario for chip production from our suppliers, it's still not enough," Musk said last year...
Mar 14, 2026
What will be first, landing on Mars or 1 M wspm fab built/operated by Elon...
Mar 14, 2026
Daniel Nenni replied to the thread The Great AI Silicon Shortage.This must be a big hit for TechInsights. They are the actual gold standard. TechInsights bases their analysis on actual silicon not...
Like.
What will be first, landing on Mars or 1 M wspm fab built/operated by Elon...
Haha.
Update, looks like Terafab is moving from conjecture to a project:
Xebec replied to the thread Musk says Tesla's mega AI chip fab project to launch in seven days.Update, looks like Terafab is moving from conjecture to a project:
hist78 replied to the thread Musk says Tesla's mega AI chip fab project to launch in seven days.Does it have something to do with the SpaceX (owns xAI and X/twitter) IPO even it's a Tesla project? There are several AI companies...
user nl replied to the thread Musk says Tesla's mega AI chip fab project to launch in seven days.What will be first, landing on Mars or 1 M wspm fab built/operated by Elon...
