Elon Musk needs 100-200 billion AI chips per-year, but TSMC and Samsung appear unable to meet that at his time frame, he said at the Baron Investment Conference, reiterating that Tesla may build its own massive fab. Tesla’s CEO may face more trouble than he thinks. 1/9 $Tesla(TSLA.US) $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $SSNLF #Samsung #Semiconductors
Source: Dan Nystedt
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