Part 3/11:
Advancing the American Semiconductor Industry
Currently, the world’s most advanced AI chips—such as Nvidia’s and others—are predominantly manufactured in Taiwan by TSMC. While TSMC is expanding in Arizona, Musk points out the dismal capacity projections—by 2030, Arizona's manufacturing will only support around 10% of Taiwan's output, a figure Musk considers unrealistic for keeping pace with Tesla’s explosive growth ambitions.