Clarifying the Terafab debate: Musk's point was fabs lack custom equipment advantages

TheDutchRuler · x · 2026-10-11

TheDutchRuler clarified that Musk was not asking equipment vendors to build custom tools for Terafab, but expressing surprise at how little customization fabs do—everyone runs the same ASML and third-party machinery, meaning chip companies have no production-side advantage. A useful piece of context in the Terafab equipment debate.

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