Tesla(US:TSLA) Hua Er Jie Jian Wen·2025-11-16 05:09Core Insights - Elon Musk is accelerating his chip self-sufficiency strategy by establishing a complete chip supply chain in the U.S., including PCB, FOPLP, and wafer manufacturing, to reduce reliance on external suppliers [1][4]. Group 1: Production Facilities - The PCB center in Texas is now operational, providing foundational support for future production [2]. - The FOPLP factory is currently in the equipment installation phase, with limited production expected to start in Q3 2026 [2]. Group 2: Strategic Drivers - SpaceX is a key driver of this strategy, aiming to integrate satellite chip packaging processes to lower costs and achieve full control over Starlink components [3]. - Musk has recruited talent from Intel, TSMC, and Samsung, indicating a strong commitment to the chip business [3]. Group 3: Wafer Factory Goals - Musk plans to build a large wafer factory with an initial monthly production target of 100,000 wafers, ultimately aiming for a capacity of 1 million wafers [4]. - The factory will have production capabilities of 14nm and more advanced processes, supporting the needs of robotics, autonomous driving, and satellite networks [4]. Group 4: Supply Chain Autonomy - The strategy to establish a self-sufficient supply chain aligns with Musk's goal to address the anticipated surge in AI demand, as chip requirements are expected to rise significantly [5]. - Starting in the second half of 2026, Musk's companies will gradually withdraw production orders from partners and shift to in-house manufacturing, impacting existing suppliers [5].