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If this is actually true, I think you can find a more reliable source than Elon Musk.

I'm not saying you should never listen to a word he says. His actions shape the world after all, so it's important to understand how his words precede his behavior. But I'm baffled why anyone would take Elon at his word, or even slightly hedge their perception of reality based on Elon's claims of fact.

discuss

runjake|13 days ago

I 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?

throwworhtthrow|13 days ago

> 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?