머스크, AI 칩 자체 생산 '테라팹' 본격화…성공 가능성은?

Musk's Terafab initiative challenges the semiconductor industry's 30-year trend toward specialized design and foundry separation by pursuing vertical integration for AI chip production. While the project's massive scale (targeting 1TW computing capacity) and ambitious timeline face skepticism from industry leaders like TSMC, success could fundamentally restructure AI infrastructure supply chains away from external foundries. Near-term beneficiaries will include semiconductor equipment makers, but long-term viability hinges on solving execution challenges that have eluded even established manufacturers like Intel.