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Detailed Capex Estimates and Financial Models for Terafab Emerge
Analysts publish bottom-up capex projections ranging $87B-$191B based on wafer starts, yield, and EUV mix.
Read as thread →"our bottom-up analysis... $137B base, with a bear-bull range of $87B to $191B"
— @aaronburnett
Key Points
- Bernstein $5-13T vs independent $137B base case
- Yield and equipment drive variance
- Links to SpaceX S-1 and 1TW target
Coverage (33 sources)
@LHJoshuaWrites (post) May 29 @100_yearsiron (post) May 28 @sbb_sbb8 (post) Jun 1 @Alex_Intel_ (post) Jun 3 @WR4NYGov (post) Jun 3 moomoo.com Outspending this year's entire market size in the next five years? Musk's 'chip mega-factory' Terafab makes a massive investment in semiconductor equipment. Jul 7 seekingalpha.com Terrafab is 'critical' to SpaceX's valuation and future, Oppenheimer says (SPCX:NASDAQ) | Seeking Alpha Jul 15 @WR4NYGov (post) Jun 3 thestreet.com Tesla makes necessary change fans are going to hate - TheStreet May 18 marketscreener.com SpaceX's Terafab Is Difficult but Necessary Project Critical to Valuation, Business, Oppenheimer Says | MarketScreener Jul 15 @teshen8lin (post) Jun 28 TESLA CAR WORLD Elon Musk's Giant $122B Terafab Outchip The Entire World! - YouTube Jul 10 @BestTrader01 (post) May 28 blockonomi.com Tesla (TSLA) Stock: Oppenheimer Projects $29.4B Capex — 25% Above Wall Street Consensus - Blockonomi Jun 18 benzinga.com Musk’s Net Worth Down $407 Billion From Trillion-Plus High as SpaceX Stock Dives - Tesla (NASDAQ:TSLA), S - Benzinga Jul 12 @aaronburnett (post) May 27 @FelixStelaAurea (post) Jun 3 notateslaapp.com Tesla's Hidden 'Elon Mode' Unveiled: A Sneak Peek into the Future of FSD [Video] Jul 2 Tech Royale Just Happened! Elon Musk Reveals The $119B Terafab That Shocks The Industry Jun 28 basenor.com Tesla & SpaceX Launch Terafab: $119B Chip Megafactory May 27 @VladSaigau (post) Jun 2 simplywall.st Tesla (Nasdaq:TSLA) - Stock Analysis - Simply Wall St Jul 12 @WR4NYGov (post) Jun 3 @rameshbende (post) Jun 3 @technicalmeow (post) Jul 2 tradingkey.com Terafab Project Accelerates Implementation, but at What Cost to Musk? Tech Analyst Ming-Chi Kuo: Terafab Faces Multiple Execution Risks May 28 ai-supremacy.com Tensions mount over AI Consequences on the Future May 19 themarketperiodical.com Tesla Stock Forecast as Analysts Turn Bullish Ahead of Earnings - The Market Periodical Jul 14 monopolisticinvestor.substack.com SpaceX - thoughts of an 18-year old investor May 29 @b_sharon62805 (post) Jul 2 finance.biggo.com SpaceX Joins Nasdaq 100 Then Tumbles 7%; Legendary Investor Warns of 90% Crash Probability — BigGo Finance Jul 7 simplywall.st Tesla (NasdaqGS:TSLA) Stock Forecast & Analyst Predictions - Simply Wall St Jul 8 financhill.com Is Intel the Big Winner From Terafab? May 30