Branch2 Intelligence
Elon Musk’s Terafab could give a major boost to this corner of the chip sector
Key takeaway
SpaceX plans ~$135bn wafer-fab equipment spend over 5 years, boosting chip equipment makers.
- Step 11st-order: SpaceX plans $135bn wafer-fab equipment spend over 5 years.
- Step 22nd-order: Chip equipment makers (ASML, AMAT, LRCX, TOELY) see surge in orders and revenue.
- Step 33rd-order: Increased capital expenditure in semiconductor manufacturing tightens supply chain for advanced chips, potentially raising costs for downstream users.
Source: MarketWatch
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