Musk: "How do we make enough chips?"

Tesla may need its own $50-100B fabrication plant. Here's why that matters...

Even with partnerships at TSMC and Samsung, it’s not enough. Elon Musk just revealed Tesla might need to build its own chip fabrication plant – a potential $50 to $100 billion investment.

If the world’s leading EV maker can’t get enough chips from suppliers, what does that mean for everyone else? The semiconductor supply constraint is about to force some stark choices. Access the full story now.

-Christopher

P.S.: TSMC now controls 71% of the global foundry market, and analysts are setting price targets suggesting 20-40% upside. Make sure you read this before it’s too late.