Goldman Bakes Elon Musk's Terafab Into Chip-Equipment Demand Forecasts

Elon Musk's Terafab is becoming a major new driver of chip-equipment demand, with Goldman Sachs now factoring its roughly $16.8 billion first phase, tied to $SPCX and $TSLA, into its forecasts.
Goldman sees global wafer-fab equipment spending reaching $281 billion by 2028.