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Elon Musk can probably build the cleanroom for a million-wafer fab, but he cannot develop the process technology quickly, because that knowledge is accumulated rather than invented.

Drawn from what Dylan Patel said

What this subject means

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Dylan Patel actually said

  1. Dylan Patel Founder and chief executive of SemiAnalysis
    but I think he can build the uh clean room. It'll take a year or two. Maybe initially it won't be super fast, but then over time you'll get faster and faster at it. But then the really complex part is actually developing the process technology and building wafers. And I don't think he can develop that uh quickly. I think that has a lot of built-up knowledge.

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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