Tesla is cell starved because, napkin math, 35-40 GWh of current capacity out of GF1 is good for 400-500k worth of cars per year.
To supply 1 million cars in a year, they will need something more like 70-80 GWh.
And that's all assuming that they don't ship any Tesla Semi's. Semi's will eat 1 GWh per 1000 trucks built - North America is a 300k/year market. If they want to provide 10%, then that is 30k trucks / year or 30 GWh/year for Tesla Semi (currently 0).
Tesla could have capacity of 400 GWh instead 40 GWh today, and still be cell starved (my read).
A quickie estimate by
@jhm for worldwide consumption of cells is 10 TWh. Using that estimate, the world as total constructed capacity of around 2.5% and is using a little under 2% of the eventual need. The world is cell starved, and will continue to be cell started even with 100% year over year growth rates in cell production for years.
(More details in separate thread, Sizing the worldwide battery market, this forum)