特斯拉与SpaceX：谁更能从Terafab获益？

Tesla and SpaceX may share an interest in the same Austin semiconductor factory, but they are approaching it from opposite directions. Tesla needs specialized chips to place intelligence inside cars and humanoid robots. SpaceX needs enormous quantities of computing hardware to support AI infrastructure, satellites and a communications network spreading across the planet. Terafab could give both companies greater control over a supply chain dominated by a small number of Asian manufacturers. Designing a processor is only part of the process. It must still be fabricated, packaged, tested and delivered in sufficient volume. Any shortage or production delay can leave expensive vehicles, servers and satellites waiting for a component that costs far less than the finished machine. …