According to Sawyer Merritt on Twitter, Elon Musk stated that Tesla might need to establish its own large-scale chip fabrication facility to keep pace with its increasing demand for AI chips (Source: Sawyer Merritt, Twitter, Nov 6, 2025). This move highlights the escalating need for advanced semiconductor manufacturing in the AI sector, especially for supporting Tesla's AI-driven autonomous vehicles and robotics. Building an in-house chip fab could provide Tesla with greater control over its AI hardware supply chain, reduce dependency on third-party manufacturers, and accelerate innovation cycles. For the AI industry, this signals a significant trend toward vertical integration and could inspire other tech giants to invest in dedicated semiconductor infrastructure, creating new business opportunities in AI hardware, chip design, and manufacturing.