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They say Terafab is going to be built โ€ฆ they are wrong. It is already being built, right now! My first drone flight over the location of what will be the most advanced chip fabrication plant & largest building in the world โ€ฆ and surprise, just like the Giga...

807,647 views โ€ข 19 days ago โ€ขvia X (Twitter)

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Many still donโ€™t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world Itโ€™s not about replacement, not a rivalry and absolutely not competing Itโ€™s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMCโ€™s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: โ€œThat rate is much less than weโ€™d like. We either build the Terafab or we donโ€™t have the chips, and we need the chips, so we build the Terafabโ€ He basically told the chip makers: โ€œProduce as much as you comfortably can. We will take them all. Actually we want even moreโ€ Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....Thatโ€™s why Terafab exists Terafab is an extension to every chip makerโ€ฆ not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale Thatโ€™s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet Itโ€™s about building the capacity the future actually demands

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53,291 views โ€ข 4 months ago