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SpaceX went public at $1.75 trillion in June. Yesterday it committed $16.8 billion to a chip fab in Grimes County, Texas. Follow the chain connecting those two numbers and you end at a light source that doesn't exist yet. Start from the top. SpaceX has filed for up to 1 million data-center satellites, targeting hundreds of gigawatts of compute in orbit. Musk says current global chip output covers about 3% of what his companies will eventually need. So Terafab exists to print over 1 terawatt of…
FEL = Free-Electron Laser Is this even possible? Next-gen EUV light source for chipmaking: a particle accelerator shoots high-speed electrons through magnets, generating ultra-bright, clean EUV light. At Terafab scale it could sit as a central “light utility,” powering many scanners at once with way more photons and less mess than today’s tin-plasma sources. Not day-one tech, more like the upgrade path once volume ramps hard.