This was the most chilling part of the conference call. "In 3 to 4 years, the biggest constraint will be semiconductor supply." By 2028, the computational demand for millions of robo-taxis and hundreds of thousands of Optimus units will be ten times what it is now. However, advanced semiconductor production is concentrated in TSMC and Samsung. If issues arise in the Taiwan Strait or on the Korean Peninsula, the supply chain will be immediately paralyzed. This is where TerraFab comes in. From logic chips to memory and advanced packaging, there's a plan to vertically integrate the entire semiconductor process.