Elon Musk: AI chips are expected to be in severe shortage in the future

Glonghui, April 23｜Tesla CEO Elon Musk stated on the earnings call that the reason Tesla initiated the Terafab chip factory project is because the company anticipates a serious shortage of AI chips in the future. He said: "In terms of industry growth rate, logic chips, and even more so storage chips, we expect that if we do not manufacture chips ourselves, we will encounter bottlenecks. That is the reason Terafab was created."