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SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful

…Nvidia, or manufacturing partners TSMC and Samsung Foundry — leave SpaceX and its xAI division exposed to 'fab capacity shortages, raw material constraints, geopolitical disruptions, and natural disasters affecting semiconductor manufacturing regions.' TSMC…

May 27, 2026 · Anton Shilov