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>By "SpaceX moment", I mean a startup entering an impossible market, I think semiconductors is a difficult space for a SpaceX. SpaceX was relatively cheap - th
by nemothekid 2y ago
>By "SpaceX moment", I mean a startup entering an impossible market,
I think semiconductors is a difficult space for a SpaceX. SpaceX was relatively cheap - the company itself only raised 2 billion dollars, and according to Musk, the cost to develop Falcoln Heavy was "only" $500M. I think the "thesis" behind SpaceX is moreso that the technology to develop rockets had come down massively, but the market had gotten fat and lazy on government contracts. The market only seemed impossible because everyone just assumed so.
On the other hand ASML's EUV machine costs $300M and that's only a small part of what you need build your own Fab and barring some massive research breakthrough that isn't coming down any time soon.