Analyst Questions Terafab Custom Equipment Costs, Debate Ensues
Analyst Jukan questioned the feasibility of Musk's custom-equipment approach for Terafab, arguing vendors lack incentive and costs could exceed those of cars and rockets, while a user clarified Musk was merely noting the low customization of fab equipment.
2026-10-11 ~ 2026-10-11 · 2 related posts
- Episode 1: Analyst Questions Terafab Custom Equipment Costs, Debate Ensues(2026-10-11, 2 posts)
- Episode 2: Musk Confirms Terafab Will Build Its Own Chip Equipment(2026-10-11, 2 posts)
- Jukan pushes back on Terafab: custom fab tools would cost on a scale beyond EVs and rockets — jukan05 · 2026-10-11
- Clarifying the Terafab debate: Musk's point was fabs lack custom equipment advantages — TheDutchRuler · 2026-10-11