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Supply Chain Bottlenecks & Vertical Integration

Current global chip production meets only 2-3% of needed supply, with 6-month iteration cycles vs Terafab's 7-9 day recursive improvement loop through vertical integration.

$119B! Terafab Just Unveiled Its Plan To Take On TSMC 3:29 – 4:53

$119B! Terafab Just Unveiled Its Plan To Take On TSMC

TESLA CAR WORLD

Current supply shortage

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Tesla's Terafab Just Hit $119B — The 2% Supply Problem That Explains Why It Has To Exist 2:27 – 3:16

Tesla's Terafab Just Hit $119B — The 2% Supply Problem That Explains Why It Has To Exist

The Tesla Breakdown

Iteration speed advantage

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