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TSLAEarnings2026-01-28

Musk describes a possible new manufacturing project aimed at Tesla's future chip supply.

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Elon Musk · Tesla · Tesla Q4 and full year 2025 Financial Results and Q&A Webcast

So, so we I think in order to remove the constraint, the the probable constraint in three or four years, uh we we're going to have to build a Tesla terapab, a very big fab that includes logic, memory, and packaging um domestically.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

fab
A semiconductor fabrication plant, the factory where computer chips are made.
logic and memory
Two main chip types: logic chips do the computing, memory chips store data.
packaging
The final chipmaking step where chips are assembled and connected into a usable component.

Educational summary of a public statement. Not investment advice.