semiconductor fab
also referred to as: semiconductor fabs
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 30, 2026 by Gavin Uberti · across every show →
Everything said about semiconductor fab, oldest first
Jun 30, 2026 bullish
Uberti: Individual trillion-dollar data centers are inevitable
“Absolutely. It is a matter of time. It's like asking, what do you say, a billion dollar fab, or a ten billion dollar fab, or a hundred billion dollar fab? It is inevitable that the economies of scale don't stop at, oh, forty billion dollars is the magic number…”