Ask HN: Terafab——明智之举还是疯狂的财务冒险？
2 分•作者: imheretolearn•3 个月前
SpaceX 已经提交了建造 Terafab 的计划。
https://www.reuters.com/business/spacex-plans-55-billion-chip-plant-texas-2026-05-06
这在战略上是明智的，但在财务上具有风险——这非常符合马斯克的风格。考虑到建造一个工厂的难度，更不用说在不考虑现有竞争对手（台积电）的情况下扩大规模了，而台积电已经遥遥领先，我很好奇 HN 对此举的看法是什么？
SpaceX 已经将目标定为万亿美元的 IPO，作为一名投资者，如果你相信这个长期愿景，万亿美元的目标可能看起来并非不合理。
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SpaceX has submitted plans to build Terafab.<p>https://www.reuters.com/business/spacex-plans-55-billion-chip-plant-texas-2026-05-06<p>It is smart strategically and financially risky - very on-brand for Musk. Given how hard it is to build, let alone scale a fab without considering existing competition(TSMC) which is light years ahead I’m curious to know what HN thinks of this move?<p>SpaceX is already targeting a trillion dollar IPO and as an investor if you believe in this long term vision a trillion dollars might not seem too unreasonable.