Musk has announced plans to construct a 'Terafab' chip factory, which aims to eventually achieve an annual computing capacity production of 1 terawatt and target an annual output of 100 to 200 billion advanced 2-nanometer chips. This plan has drawn widespread attention from the outside world. Given Musk's lack of background in chip manufacturing, his history of exaggerating goals and progress speed, along with the enormous investment required for chip factory construction, difficulties in equipment procurement, and the long construction and operational cycles, the outside world remains skeptical about this plan. Analysts point out that chip manufacturing faces challenges such as difficulties in equipment procurement and a shortage of skilled professionals, and integrating manufacturing and packaging processes will increase the complexity of scaling up the factory. Although many AI company executives are concerned about chip shortages, few have attempted to produce chips themselves due to practical difficulties, as evidenced by the multiple-year delays experienced by TSMC's U.S. project.
