Most-popular iPhone analyst Ming-Chi Kuo on why Elon Musk is moving Tesla’s AI chip supply chain away from TSMC

Apple analyst Ming-Chi Kuo confirms Elon Musk’s push for Tesla to build its own semiconductor fabs, signaling a strategic move for AI control. Musk’s aggressive timeline for next-gen AI chips, moving from AI5 to AI6 in under a year, validates Kuo’s analysis. This shift addresses geopolitical risks, R&D flexibility, and vertical integration goals, moving beyond mere supply concerns.