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V
VCT replied to the thread
Terafab 21 March 2026 .
"Never bet against Elon Musk!" ...but
If Terafab fails, Optimus gets no chips, and Space AI data centers get no chips.
If Optimus...
Mar 22, 2026
F
https://www.digitimes.com/news/a20260322VL200/tsmc-robotics-silicon-chairman.html
........................................
In his...
Mar 22, 2026
F
Based on the video from March 21, 2026, Chairman C.C. Wei’s speech is approximately 20 minutes long.
In the live broadcast link you...
Mar 22, 2026
F
Aging populations everywhere drive a big market for caregiver robots.
Mar 22, 2026
S
71 years old with a self worth $650M+ and built a company worth $20B+.
What is he trying to do? How stupid trying to blatantly...
Mar 22, 2026
C
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 22, 2026
M
Much to my surprise, I'm told TSMC allows "hot lots", just like Intel fabs did/does for CPUs. I'm also told that needing one is so...
Mar 22, 2026
F
Much to my surprise, I'm told TSMC allows "hot lots", just like Intel fabs did/does for CPUs. I'm also told that needing one is so...
Mar 22, 2026
F
Tom’s Hardware says it’s “reportedly $20B” but that’s barely a single leading edge fab module these days.
Zero chance an end to end...
Mar 22, 2026
F
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 22, 2026
D
I am not sure Musk's play here.
But I am very sure he is very dissatisfied with TSMC's pricing and control. If he wanted 50% of TSMC's...
Mar 22, 2026
S
71 years old with a self worth $650M+ and built a company worth $20B+.
What is he trying to do? How stupid trying to blatantly...
Mar 22, 2026
Much to my surprise, I'm told TSMC allows "hot lots", just like Intel fabs did/does for CPUs. I'm also told that needing one is so...
Mar 22, 2026
B
Tom’s Hardware says it’s “reportedly $20B” but that’s barely a single leading edge fab module these days.
Zero chance an end to end...
Mar 22, 2026
B
I'm not a Tesla owner so your opinion is much more qualified than mine. The point I was making is that Elon Musk made the FSD promise...
Mar 22, 2026
Like.
https://www.digitimes.com/news/a20260322VL200/tsmc-robotics-silicon-chairman.html ........................................ In his...
Much to my surprise, I'm told TSMC allows "hot lots", just like Intel fabs did/does for CPUs. I'm also told that needing one is so...