After criticizing leading chipmakers for slow capacity expansion and claiming his companies need 100 – 200 billion AI processors annually, Elon Musk last week unveiled TeraFab — a chipmaker aiming to produce logic chips, HBM4 memory, and advanced packaging under one roof. Backed by an initial ~$20 billion investment, the project targets manufacturing chips consuming 1 terawatt (1 TW) of power per year using leading-edge process technology within the next several years.
But an exhaustive analysis by…

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