m

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[m @nftmonmon]

테슬라 스페이스 x 합병 얘기로 불안하다는 글이 많다.. 테슬라 추미애

[Paradis Labs @ParadisLabs]

SpaceX $SPCX Supply Chain:

Some are confirmed suppliers. Most are strongly inferred from supply chain mapping + vendor marketing since SpaceX keeps its supplier list private.

Critical:
$STM - RF chips for antennas
$LIN / $APD - LOX, helium, hydrogen for Starbase/Cape
$SNPS - design compiler for Starlink/terminal ASICs
$ATI - titanium plate/sheet, alloys
$CRS - specialty steels, Ni-superalloys
$VELO - 3D printing for Raptor engine components
Outokumpu - 304L variants in 4mm sheet/coil
$KEYS - RF/microwave test
$ADI - Beamforming front-ends + RF transceivers
Filtronic - RF/GaN amplifiers for satelitte connectivity

Others:
Infineon - power conversion
$TXN - Analog + power management semis
Innolux (3481): RF chip packaging + display components
$MCHP - MCUs
Universal Microwave Tech (3491): RF + microwave components + modules for Starlink ecosystem.
$BA - solar cells?
Tong Hsing Electronics (6271) - ceramic substrates and RF transceiver modules?
$LHX - space-qualified comms + radar
Chin-Poon Industrial (2355): PCBs + electronics assembly.
$HON - pressure sensors + GPS receivers
Compeq Manufacturing (2313): PCBs + electronics assembly for LEO satellite bodies + ground stations.
$NXPI - networking SOCs
$INTC - ground station compute
Renesas (TYO:6723) - MCUs + silicon
$GLW - glass for terminal optical windows?
$MOG.A - thrustor valves + fluid transfer
Wistron NeWeb (6285): manufacturer of Starlink user terminals, dish antennas + ground-station hardware.
$CW - pressure transducers / motion control
$KRMN - separation systems?
Acerinox - 304L too via subsidiary North American Stainless?
$HWM - structural fasteners
Toray Industries (3402) / $HXL - Carbon-fiber prepreg
$CMI / $GRNC - backup power?
$EQIX - colocation for Starlink peering?
$ANET - data-center switching (likely in Starlink IXP/PoP backbone?)
Panasonic (6752) - Li-ion cells e.g. $TSLA?
$PH - hydraulics + fluid systems?

Need to research each independently + actually check if they make up a significant portion of the SpaceX BOM.

There's loads of other names that could be assumed, but less sure on those.

[m @nftmonmon]

@DADAZOfficial 진짜다 '굉'장하다....ㄷ ㄷ ㄷ

[m @nftmonmon]

@DADAZOfficial 오마이갓..일요일 벌써 꽉찼다 ㅠ 토요일날 가야겟쓰요...

[m @nftmonmon]

@nuribug ㅋㅋㅋ 젊은이들의 속도를 따라가질 못하겟넹...;; ㅋㅋ

[m @nftmonmon]

@DADAZOfficial @pinkrobin_s @ddongchunja @Tigerlake_ @LOVETIMEDEATH17 @wave_eth @j__uni @shyghostfriends @Medo_NFP @shyghostx 👏🏻👏🏻👏🏻우왓

[m @nftmonmon]

@DADAZOfficial 난거 같은데용

[m @nftmonmon]

@DADAZOfficial @AdamsuMus 이런데 한번도 안가봤눈데..굉스럽게 쭈뼛쭈볏 거려도 되나요? ㅋㅋㅋ

[m @nftmonmon]

@DADAZOfficial @AdamsuMus 7아니구 8이죵?ㅎ

[m @nftmonmon]

@SSH_Devils @ol2veol2ve @nuribug @leogurieth ....다들 도전~

[m @nftmonmon]

@shinymiso @bug4what @Bug4city 저두... 4000 3000 청산 두번 당하고... 희망을 잃엇습니다...

[m @nftmonmon]

@SongYoodam 헬롱!0

[m @nftmonmon]

@ausbro80 @bug4what @Bug4city 맛저!!

[m @nftmonmon]

@bug4what @Bug4city ㅎㅎㅎㅎㅎㅎㅎㅎ

[m @nftmonmon]

@leogurieth @bug4what @Bug4city 경매라...벅시티 공부 좀 더 해야겧다...ㅎㅎ

[m @nftmonmon]

@bug4what @Bug4city #bugcity 리빌도 안되고 버이낸스에서 청산당하고...재미 없던 요즘 다시...힘내봅니다..그나저나 커밍아웃은 아니구요!!

[m @nftmonmon]

@ausbro80 @bug4what @Bug4city ㅋㅋ 네 협박해서 돈따고 올게요...

[m @nftmonmon]

@leogurieth @bug4what @Bug4city ㅋㅋㅋ 무지개 티샤츠만 좀 맘에 안두네요 ㅎㅎ

[m @nftmonmon]

@shinymiso @bug4what @Bug4city 힘내유!

[m @nftmonmon]

@8292915555j 택배는 접구 상하차 도전!