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Five companies, one fab, and the single point of failure holding it together
https://www.airealist.ai/p/musks-chip-gambit
Mar 23, 2026
S
"Never bet against Elon Musk!" ...but
If Terafab fails, Optimus gets no chips, and Space AI data centers get no chips.
If Optimus...
Mar 23, 2026
S
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 23, 2026
B
I guess the Samsung board discussion is "well, if we stop production for 18 days -- does the value of RAM go up more than the...
Mar 23, 2026
I guess the Samsung board discussion is "well, if we stop production for 18 days -- does the value of RAM go up more than the...
Mar 23, 2026
Are foreigners allowed to be unionised in Korea?
Mar 23, 2026
Credit: Samsung
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage...
Mar 23, 2026
B
Are foreigners allowed to be unionised in Korea?
Mar 23, 2026
R
Hi,
Back in 2019, Renesas announced SOTB (Link) which promissed excellent power consumption for MCUs, they even released an MCU line...
Mar 23, 2026
Credit: Samsung
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage...
Mar 23, 2026
B
Quite some stuff happened at this company related to Russia, Iran, China, and lots of accounting issues...
Mar 23, 2026
B
They are supposed to know what their customers are doing with their product.
Wonder what the EUS from Supermicro say?
If this was a...
Mar 23, 2026
B
Do Nvidia even care?
Mar 23, 2026
TSMC builds fabs based on customer needs. As I said, if Elon writes a big enough check TSMC will build it. I still do not understand why...
Mar 23, 2026
$2.5M extra to get chips 10 days earlier, in one case I personally know of... :-(
Mar 23, 2026
Daniel Nenni replied to the thread Terafab 21 March 2026.Five companies, one fab, and the single point of failure holding it together https://www.airealist.ai/p/musks-chip-gambit
Like.
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Xebec replied to the thread Samsung union votes to strike, risking Nvidia HBM4 supply disruption.I guess the Samsung board discussion is "well, if we stop production for 18 days -- does the value of RAM go up more than the...