Herbert Ong(@herbertong):Tesla's chip effort is moving at Tesla speed, not semiconductor speed. Elon says TeraFab is going well, and @FutureAZA watched the related Fab Lab at Giga Texas go from bare ground to steel in days. Brian saw the site still lit and dusty at midnight, with work continuing around the clock. A Korean supplier executive says early-morning US questions get answers within 30 minutes to an hour. Tesla is treating chip development as a manufacturing race, not a conventional vendor-managed project. $TSLA

Herbert Ong

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Herbert Ong@herbertong

2026.11.06 01:55

Tesla's chip effort is moving at Tesla speed, not semiconductor speed. Elon says TeraFab is going well, and @FutureAZA watched the related Fab Lab at Giga Texas go from bare ground to steel in days. Brian saw the site still lit and dusty at midnight, with work continuing around the clock. A Korean supplier executive says early-morning US questions get answers within 30 minutes to an hour. Tesla is treating chip development as a manufacturing race, not a conventional vendor-managed project. $TSLA