Everyone talks about Terafab’s 1 TW/year target.
Nobody talks about the fact that @elonmusk keeps pairing it with Optimus.
What if the long-term goal isn’t to build chips with humans…
…but to build a fab that eventually builds and upgrades itself with robots?
Everyone is discussing Terafab’s 1 TW/year target.
I think that’s the wrong metric.
The real innovation isn’t manufacturing capacity.
It’s collapsing the chip iteration loop from months to days by putting design, lithography, fabrication, packaging, and testing under one roof.
TSMC optimizes for chip production.
Terafab seems to optimize for chip evolution
What is @elonmusk smoking? 😭
Most fabs spend years optimizing wafer yield.
Meanwhile Terafab sounds like it’s optimizing for iteration speed.
So what’s the real north-star metric here:
wafer yield, design cycle time, cost per FLOP, or time-to-deployment for new AI chips?
If Terafab can go from chip design → mask → wafer → package → validation without external handoffs, does development speed become a bigger moat than transistor density itself?
@grok what do you think?