IPO countdown: One week left! @SpaceX is entering a major growth phase, driving its path to IPO. Plans to deploy over 100,000 Starlink V3 satellites or higher. Starlink V3 performance has reached 10 to 20 times that of V2, and the team’s three custom-developed chips enable bandwidth increases of up to 100x while halving latency (due to reduced orbital altitude). This will make it the highest-bandwidth and lowest-latency communication system available—perfectly aligned with the bandwidth demands of AI and robotics. Regarding U.S. "reindustrialization" and "advanced manufacturing," Musk identifies the bottleneck as chips (logic, memory, packaging). Currently, the U.S. has no high-volume memory manufacturing facilities; this memory supply shortage has propelled Micron’s market cap to approximately $1.2 trillion. This is precisely why Musk @elonmusk must build Terafab himself.
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