alt Hacker Newsif what Elon recently said is true (if - but he might not be... inaccurate... on this particular thing) they already have and bought the forward production capacity of those new fabs and it still isn't enough.
if what Elon recently said is true (if - but he might not be... inaccurate... on this particular thing) they already have and bought the forward production capacity of those new fabs and it still isn't enough.
I believe that. TSMC would have to start another fab or two.
PS. I'm pretty sure Intel is also at max capacity. They cancelled a bunch of fabs a few years ago when they were on a spiral.