The Limiting Factor

@LimitingThe · Mar 22, 2026

One of the most exciting parts of Elon entering the chip fab business for me is that we're going to discover the relative difficulty of a chip fab compared to launching rockets and manufacturing batteries 😁

The Limiting Factor@LimitingThe· Mar 22, 2026

TSMC mskes thousands of different chips for hundreds of customers. Terafab will make two chips. This massively simplifies the factory and allows them to focus on trying different iterations of those two chips to accelerate production and reduce costs.

Elon Musk

@elonmusk

Indeed

09:08 PM · March 22, 2026 · 37.1K views

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