请问HN：Terafab——聪明的举动还是疯狂的财务风险？
SpaceX已提交计划，准备建设Terafab。
https://www.reuters.com/business/spacex-plans-55-billion-chip-plant-texas-2026-05-06
这一举措在战略上是明智的，但在财务上则存在风险，这正是马斯克一贯的风格。考虑到建设一个半导体制造厂的难度，更不用说在不考虑现有竞争对手（如台积电）已经遥遥领先的情况下进行扩张，我很好奇HN对此举的看法是什么？
SpaceX已经瞄准了万亿美元的首次公开募股（IPO），作为投资者，如果你相信这个长期愿景，万亿美元的目标似乎并不太不合理。
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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.