Analyst Ming-Chi Kuo said Elon Musk’s plan for Tesla to build its own semiconductor fabs marks a strategic shift toward AI self-sufficiency driven by geopolitics, R&D control, and vertical integration rather than chip shortages.
Analyst Ming-Chi Kuo said Elon Musk’s plan for Tesla to build its own semiconductor fabs marks a strategic shift toward AI self-sufficiency driven by geopolitics, R&D control, and vertical integration rather than chip shortages.
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