Elon Musk Says He Doesn't Know How to Make Chips. He Plans to Build a Fab Anyway

Elon Musk says he doesn't know how to make chips, and he plans to build his own chip fab anyway. In a 47-minute video conversation at X Takeover on October 10, 2026, he laid out three things he hasn't pulled off yet: making his own chips at Terafab, Optimus's hand, and catching the whole Starship.

This video walks through all three, checks his numbers against the public record, and compares his plan with what TSMC Chairman and CEO C.C. Wei said in April about building fabs. It also shows a handful of early comments posted on my Taiwan channels after the Chinese-language version went live. They are a few viewer comments, not a survey, and their claims about TSMC's tools are theirs.

Where his account differs from the record, we say so on screen. On the 2018 tent line, he first said it added 50 percent to output, then 30. He said the Super Heavy booster has been caught twice; the public record is three. The two-to-three-month Optimus delay is his figure in this conversation; we did not