스페이스X, 테라팹에 550억달러 투자 계획…"목표 달성 여부 불확실"

Musk's Terafab represents a vertical integration strategy to secure independent AI chip supply for his companies' rapid growth. However, the massive gap between announced $119 billion investment and industry estimates of $5-13 trillion in required capex raises serious execution risks and feasibility questions. The initiative signals potential semiconductor supply chain disruption, with Intel gaining its first major foundry customer.