Terafab isn't a fab, it's a city: collapsing chipmaking's most fragmented supply chain
JOBhakdi · x · 2026-09-18
The author argues Terafab should not be analyzed as a chip factory — it's a city designed to collapse semiconductor manufacturing's most fragmented supply chain. Lithography, fabrication, memory, packaging and test each sit with different companies across countries, with handoffs measured in weeks. Instead of a better fab, Terafab is infrastructure where specialists physically move in and interconnect, built around the supply chain's seams. Evidence: Intel and Samsung are in, Nvidia is clearly interested; Micron, SK Hynix or ASML joining next would confirm the pattern. One site, one stack, no handoffs. Tickers: $TSLA, $SPCX.
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