Terafab Faces Hurdles, May Evolve Into Abstracted Manufacturing Hub

JOBhakdi · x · 2026-08-27

JOBhakdi discusses the challenges of Terafab, noting Nvidia's rapid progress and the difficulty of defining what is being built. He predicts it may evolve into an abstracted manufacturing super-hub for others to use. A cited comment mentions ASML's choice against FEL as an indicator of the difficulty.

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