Detailed Capex Estimates and Financial Models for Terafab Emerge
Analysts publish bottom-up capex projections ranging $87B-$191B based on wafer starts, yield, and EUV mix.
Key facts
- Bernstein $5-13T vs independent $137B base case
- Yield and equipment drive variance
- Links to SpaceX S-1 and 1TW target
our bottom-up analysis... $137B base, with a bear-bull range of $87B to $191B
How the story unfolded
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- @aaronburnett Post
- basenor.com Tesla & SpaceX Launch Terafab: $119B Chip Megafactory Terafab is a joint semiconductor fabrication complex proposed for Grimes County, Texas, near the Gibbons Creek Reservoir. It is a three-way venture between SpaceX, Tesla, and xAI — three companies that share a chairman and a common dependency ...
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- @100_yearsiron Post
- @BestTrader01 Post
- tradingkey.com Terafab Project Accelerates Implementation, but at What Cost to Musk? Tech Analyst Ming-Chi Kuo: Terafab Faces Multiple Execution Risks TradingKey — Reports suggest that Elon Musk’s self-developed chip project, Terafab, is gaining momentum. Christophe Fouquet, CEO of lithography manufacturer ASML, stated this week that he has held direct talks with Musk regarding the initiative, adding that Musk is "very serious" about it.
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