Automakers Anchor Foundry Viability

Major automakers (here Tesla) are becoming anchor customers for advanced chip foundries, using vertical projects (Terafab) to secure bespoke AI and robotics chips. That dynamic can make otherwise-uncertain fabs commercially viable and reshape who controls leading-edge silicon supply. — If carmakers regularly anchor foundries, chip industrial policy, competition with TSMC, and the geopolitics of semiconductor supply chains will all shift — affecting jobs, national security, and corporate power.