On November 17, reports surfaced indicating that Musk intends to set up an autonomous chip - supply framework for Tesla. He pointed out that suppliers like Samsung and TSMC are moving at an excessively slow pace. Musk foresees a meteoric rise in Tesla's future chip requirements, mainly propelled by the broad - scale deployment of FSD (Full Self - Driving) technology. He projects an annual demand for anywhere from 1 billion to 200 billion AI chips. In contrast, TSMC and Samsung would need a full five years to expand their production capacities, whereas Musk aims to achieve this expansion within just one to two years. To realize this goal, Musk has put forward the idea of constructing his very own chip factory. This move is designed to guarantee that Tesla has access to adequate computing power to fully roll out autonomous driving technology at the fleet level. Nevertheless, a number of analysts have cast doubt on Musk's plan. They argue that the absence of top - tier talent and intellectual property related to cutting - edge chips could render the project unworkable.