Hiroshi Yasukawa

【速報】実業家・前澤友作さんが敗訴 SNSでのなりすましニセ広告で「メタ社」に差し止めなど求めるも東京地裁が退ける判決 ift.tt/nmw7pt2

SpaceX has ordered 100 GW/year of HJT solar manufacturing equipment from Singulus in Germany. This is for Starmind to create a sentient sun.

制度としておかしいでしょ。 来年9月から段階的に、月給65万円を超える会社員の厚生年金保険料が最大で年間約11万円、会社負担も合わせれば約22万円増える。 一方で、基礎年金の給付水準を底上げするために、厚生年金の財源を活用する仕組みが進められている。 もちろん社会保険料に色はついていませんが、現役世代と企業の負担をさらに増やし、別の制度の給付水準を維持する構図に見える。 負担する側の限界をどこまで考えているのか。これでは現役世代も企業もたまったものではありません。 社会保障制度改革なくして、日本経済の真の復活はない。

BOOM 🚨 Nikkei reports that Elon Musk’s Terafab team just flew to Japan and gave chip toolmakers delivery deadlines measured in months, not years 🔥 According to the report, several Terafab procurement officials made a confidential visit to Japan earlier this month. They met with local equipment suppliers, laid out their ordering plans, and started working through the details of moving tools into the fab. Terafab is the joint chip project of Tesla and SpaceX in Texas, and the urgency comes from the target Elon set last month: mass production in the second half of 2028. One Japanese equipment maker told Nikkei that Terafab set a delivery deadline just a few months away. They admitted the request is unreasonable, but said they will do as much as they can to meet it. Elon has openly called his 2028 timeline very aggressive. A leading-edge fab typically takes at least three years to go from planning to mass production, and even after the tools are installed, it takes time to bring defect rates down. He is already pulling every lever he has. On SpaceX’s October 20 earnings call, he thanked ASML and its partners for moving equipment delivery dates earlier. The suppliers are leaning in too. When Elon unveiled Terafab in March, many insiders doubted how serious he was. Now that real orders are taking shape, more suppliers see it as a genuine business opportunity. One supplier executive put it bluntly: the biggest topic in chips right now “isn’t Kioxia or Rapidus. It’s Elon Musk.” And the prize is huge. Terafab reportedly told suppliers this fall that it plans to reach 1 million wafers per month after 2032, which Nikkei notes is 40 times the capacity of the Rapidus plant in Hokkaido. Seven months ago, Terafab was still collecting price quotes and reportedly offering to pay well above them to jump the queue. Now it is handing out delivery dates, and Japan’s toolmakers are doing everything they can to meet them. Whether 2028 holds or slips, the companies that build the machines that make chips are already moving at Elon’s pace.