Tesla's Terafab chip fab ambitions ignore its lack of semiconductor experience

https://electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/

by breve • 4 months ago

17 11 4 months ago

electrek.co

polishdude20• 4 months ago

Surely this Musk project will happen in the time he says it will.

toast0• 4 months ago

Musk has lots of experience with ignoring lack of experience; should speed the process up.

Tostino• 4 months ago

This is sarcasm, right?

AlotOfReading• 4 months ago

Reading the Musk interview from Jan where the cheeseburger quote comes from, his brilliant idea seems to be this:

    They just maintain wafer isolation the entire time

What are the chances he's never heard of a FOUP?

paxys• 4 months ago

People writing the article ignore that Tesla's goal isn't to produce a chip but to take the company's stock through another pump cycle. When investors start to ask questions they will just hype something else.

DivingForGold• 4 months ago

Eh, if you consume enough ketamine, anything is possible...

RaftPeople• 4 months ago

they will just hype something else

"Tesla Cold Fusion (TM) will be powering all of our vehicles by 2031."

thejazzman• 4 months ago

if you’ve ever read Electrek, you’d know their articles primary purpose is raising awareness that Tesla is full of shit

erelong• 4 months ago

They probably figure it's worth a try

CamperBob2• 4 months ago

It's not. As one of the comments in the article points out, Musk's successes have all come from neglected, underfunded markets (Tesla) or from blowing past lazy incumbents (PayPal, SpaceX).

Semiconductor fabs are the polar opposite. The hungriest, smartest, and wealthiest interests on the planet are already highly incentivized to produce chips in their own home markets (US, China, Taiwan.) Someone who has no idea what he's doing can beat GM, ULA, or a bunch of dumbass bankers, in many cases on competitive grounds they never cared to defend in the first place, but 2 nm fabs? Yeah, right.

Then there's the fact that Musk has gone out of his way to repel top talent rather than to attract it. He'll have to pay much more for much less. Another ingredient in a surefire recipe for failure in the semiconductor business.

osnium123• 4 months ago

The semiconductor industry is ripe for disruption with another competing logic technology that does not require such complicated manufacturing technology. However, I agree that it’s difficult for an outsider to try to compete with TSMC on making a compelling 2 nm node.

Tesla's Terafab chip fab ambitions ignore its lack of semiconductor experience

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