> You're on Hacker News and you can't think of silicon fabrication?

Ugh... past performance doesn't predict future performance. Why do you think that SpaceX's or ASML's advantages cannot be overcome by competitors? Some are very motivated and will not hold back from any method to get any industrial secrets from the current leaders. If one person can think of it, so can another, eventually.

A decade ago Tesla was the king of EVs.