Tesla CEO Musk: A Looming Severe Shortage of AI Chips Ahead
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Author:小编   

On April 23, 2026, during Tesla's earnings call, CEO Musk pointed out that a significant shortage of AI chips is on the horizon. He emphasized that the supply of logic and memory chips will fall far short of the burgeoning demands of the industry. Musk warned that Tesla would encounter development bottlenecks unless it took chip manufacturing into its own hands. Consequently, Tesla has initiated the Terafab chip factory project.