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Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electronics. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-25/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
ggeeoorrggee An impressive and ambitious undertaking. I’m more curious about the logistics. As operations scale up in any endeavor, the logistics do not generally scale linearly. That is to say that at a certain point, the logistics require their own logistics. That knock-on continues down the line as your second, third, and beyond order effects compound. Taking the Pentagon as an archaic example, the parking is about twice the area of the building and that just a first-order logistics item. In the case of this complex, I’m assuming a huge level of automation but even that just removes a level of order. But to the Pentagon example, there is no massive influx of raw materials and output of product. Reply
PEnns Sounds impressive on paper but nobody mentioned the usual stuff: Will it generate its own energy, water and have an in-house waste disposal / sewage facility as well?? And speaking of the Pentagon parking…..how big will its parking area be? Shuttle buses or mega drones to move employees around?? Reply
jp7189 ASML better get cracking, or is Elon planning to build his own EUV tools? Reply
LordVile PEnns said: Sounds impressive on paper but nobody mentioned the usual stuff: Will it generate its own energy, water and have an in-house waste disposal / sewage facility as well?? And speaking of the Pentagon parking…..how big will its parking area be? Shuttle buses or mega drones to move employees around?? Also raw materials, there’s a reason why semiconductor work is mainly done in Asia and its logistics Reply
Afrospinach jp7189 said: ASML better get cracking, or is Elon planning to build his own EUV tools? He has criticised ASML's machines productivity so that is probably on the cards. I would hope that this project does not hinge of that though because ASML are not playing around. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/musks-terafab-projected-to-be-larger-than-the-pentagon-apple-park-mall-of-america-and-giga-texas-combined-all-in-one-chip-manufacturing-facility-visualized-to-show-the-projects-massive-footprint#main
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Informational only. No financial advice. Do your own research.