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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
Joined April 2024
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Musk Targets $SPCX First SRAM Test Chip by May–June 2027, With Volume Production in H2 2028 "We're just figuring out chip fabrication. So but I'll give it I'll tell you what our internal expectations are. Which obviously I put big error bars in this, because we don't know if we will actually achieve this or not. But it's what we're aiming for internally, is to make our first sort of test chip functional in approximately May or June of next year. That's just a kind of a SRAM chip or something that basically tests the line. That's at the research fab in Austin. And we're aiming to our aspiration is to reach volume production around Q3 of '28. At Terafab, at Gibbons Creek the main Terafab location. Now, these are very aggressive dates. And we're very appreciative of ASML and all of our other suppliers in accelerating equipment deliveries in order to achieve this outcome. Let's just say that that outcome of achieving volume production is, at least in the set of possible outcomes for Q3 or Q4 of '28. So these are obviously like insanely fast time frames for chip production. We do have, I think, some significant potential breakthroughs in chip fabrication, but I don't think I should discuss that on an earnings call."
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