Traded Value
OptionsMusk's Terafab has a clear plan to produce memory chips, including DRAM, high-bandwidth memory (HBM), etc., for AI training/inference, the Optimus humanoid robot, FSD autonomous driving, space data centers, and more. 
• Target annual production: 100 to 200 billion customized AI and memory chips.
• Currently, Musk's companies primarily rely on external suppliers (such as Samsung, SK Hynix, Micron) for DRAM/HBM, but Terafab is being built to achieve self-sufficiency, especially in response to the explosive demand for high-performance memory in the AI era.
$Micron Tech(MU.US) Why does it have the same market cap as Tesla? Its product line is too narrow and its moat is not deep enough. Around 500 is about right.
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