alt Hacker NewsI was leaving an HN comment, not writing an essay. I'm not fond of Elon's personality, but I listened to the context of the conversation and believe him.
Did you listen to the conversation? There was a great amount of detail. Which parts of the conversation seemed unbelievable to you?
Regardless, it's also been reported in the press over the past quarter, and TSMC's previously largest customer, Apple, notably has had to make fab adjustments and form new partnerships with Intel.
https://stratechery.com/2026/tsmc-risk/
https://www.eetimes.com/tsmc-will-struggle-to-meet-ai-demand...
And even the TSMC CEO himself has acknowledged it on multiple news sources. Here's just one:
"Demand is 3 times higher than what TSMC can produce"
https://wccftech.com/tsmcs-ceo-admits-chip-production-is-ins...
Hopefully, the CEO of the company in question is good enough for you?
> Did you listen to the conversation?
No, and I'm sorry for derailing your point. Thank you for the additional links. I skimmed them all but didn't see anyone corroborate the claim that TSMC is limited by its upstream component suppliers, rather than its own factory underinvestment in prior years. Am I misunderstanding, and those two things are the same?