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The chip funnel: ASML in the Netherlands, TSMC in Taiwan, Nvidia in California, all under an export-control war between the US and China. That is why Musk is building the Terafab: to escape the bottleneck. Whoever controls chips and energy controls the $2 trillion market and the $15 trillion it unlocks.

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Read the related blog posts

Elon Musk Launches Tesla Terafab. Should ASML Be Worried?Invisible Infrastructures of the Future | Math Man Magazine | September 2025

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THE AI MARKET: $2 TRILLION. WHAT IT UNLOCKS: $15 TRILLION.KOREA OWNS 90% OF THE $100 BILLION AI MEMORY MARKET.TESLA TERAFAB: REAL VISION, BRUTAL TIMELINE. ADD 2 YEARS TO EVERY MUSK DATE.

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