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BlockBeats News, March 29th, Musk stated that Tesla's "Full Self-Driving" assisted driving system (FSD) is not just about post-event braking, but is able to anticipate the intention of pedestrians before they step onto the road. Tesla's AI autonomous driving will exceed human driving safety by more than 10 times. In addition, Tesla has launched the construction of the giant semiconductor chip factory Terafab in the United States. The scale of the Terafab chip factory far exceeds traditional ones, integrating logic AI chips, memory, and advanced packaging all in one facility. The core goal is to produce 100 billion to 200 billion chips annually, with initial capacity of 100,000 wafers per month, eventually scalable to 1 million wafers per month, far surpassing current mainstream factories like TSMC and Intel. Musk's original intention is to address Tesla's explosive AI computing power demand by providing self-produced chips for Dojo supercomputers, FSD full self-driving, Optimus robots, Robotaxi fleets, etc., avoiding reliance on external suppliers like TSMC and Samsung.

BlockBeats News, March 29, The Kobeissi Letter released a market analysis stating that US technology stocks have entered a relatively undervalued range. The forward price-to-earnings ratio (P/E) of the S&P 500 Information Technology Index is currently only at a 4% premium to the S&P 500 Index, which is the lowest level since January 2019. This premium has fallen by 32 percentage points since October 2025, marking one of the largest discounts on record. In short, US technology stocks are now at their cheapest level relative to the broad market in seven years. By comparison, during the peak overvaluation of technology stocks in June 2024, the technology sector was about 47% more expensive than the S&P 500. Tech stocks are now moving towards being more undervalued than the S&P 500 for the first time since 2017. The Kobeissi Letter suggests that it may be time to buy technology stocks. BlockBeats Note: Based on current market data, the forward P/E of the S&P 500 Information Technology Index is still above 20 times, while the overall S&P 500 forward P/E is around 20 to 21 times, which is a relatively low valuation range in recent years. Historically, when the relative valuation of technology stocks has fallen significantly, subsequent performance often diverges. However, whether it is "worth buying" still needs to be judged by considering the macro environment, corporate earnings growth, interest rate trends, and other factors.

```htmlGolden Ten Data reported on March 29 that recently, the price of domestic DDR5 memory has declined. Many are concerned whether this is a short-term isolated phenomenon or if the memory shortage is genuinely easing. Member of the Expert Committee of Information and Communication Economic at the Ministry of Industry and Information Technology, Pan Helin, stated that as production capacity gradually stabilizes, the supply-demand gap has already been reflected in prices, and there will be little support for memory module prices in the future. In addition, Google recently launched the TurboQuant memory compression algorithm, claiming it can achieve approximately 6 times the key-value cache memory compression effect. Pan Helin believes that although this does not affect demand in the short term, it has already triggered panic within the industry. Pan Helin also judged that memory modules, as rapidly iterating tech products, are unlikely to face long-term shortages, and the manufacturing threshold for old memory will continue to decrease.```