Gigantic chip fab remarks, supplier context, and wafer math
Elon Musk said at Tesla’s shareholder meeting that a “gigantic” semiconductor fabrication plant may be required for AI and robotics workloads. Current production partners named were TSMC and Samsung, and Intel was mentioned as a consideration. Capacity figures cited were 100,000 wafer starts/month initially with a path to 1,000,000. Statements were made at the meeting and have been reported with context by Reuters and Axios. A reference for foundry capacity is provided by TSMC’s 2024 capacity page. Internal reading remains available at Intel Panther Lake lineup and cloud/services update.
Wafer Starts Calculator with supplier context
Key statements and milestones
Summary of coverage
The section included meeting statements about a potential “gigantic” fab, supplier mentions, and capacity numbers. Sources linked were provided from Reuters, Axios, and TSMC. Internal links were added for related topics on GigaNectar.
