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Terafab Expected to Target Memory/DRAM Production to Address Shortages
Posts and analysis highlight Terafab's potential role in alleviating memory chip shortages, with speculation on DRAM production, loss of customers for Micron, and industry supply constraints persisting until Terafab comes online.
Read as thread →"When Terafab is built, Micron will lose Tesla and SpaceX as customers."
— @perryjw
"Wild prediction of mine: $SPCX will get into memory with $INTC first stages of Terafab"
— @kyuu47427
Key Points
- Industry memory shortages from 2023-2024 crush expected to last years
- Speculation that Terafab starts with DRAM for onshoring and Chips Act eligibility
- Micron projected to lose Tesla/SpaceX as customers once Terafab operational
Coverage (20 sources)
@perryjw (post) Jun 26 @TradexWhisperer (post) Jun 26 @tengyanAI (post) Jun 26 @DataInsightLab (post) Jun 27 @kyuu47427 (post) Jun 25 @teslayoda (post) Jun 25 @KHdimples (post) Jun 26 @riddle245 (post) Jun 27 @carnivoregymguy (post) Jun 26 @Mistyxxxmm (post) Jun 27 @perryjw (post) Jun 26 @jagaimu (post) Jun 27 @hiddeninvestor3 (post) Jun 27 @Oilwayne0830 (post) Jun 26 @niccruzpatane (post) Jun 25 @OtherSide61 (post) Jun 27 @JJdoublejizzle (post) Jun 24 @pablomartimar (post) Jun 27 @CharlesXBoy (post) Jun 26 @HenryCampaJr (post) Jun 26