Elon Musk’s Terafab could give a major boost to this corner of the chip sector

SpaceX could spend about $135 billion on wafer-fab equipment over the next five years, UBS said.

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SpaceX could spend about $135 billion on wafer-fab equipment over the next five years, UBS says

July 7, 2026, 3:05 p.m. ET

UBS initiated coverage of SpaceX’s stock with a buy rating on Tuesday. Photo: AFP/Getty Images

Elon Musk is preparing to spend billions of dollars to bring his chip-making vision to life, and that could double the size of one corner of the semiconductor market, according to UBS.

UBS is guiding for SpaceX’s SPCX artificial-intelligence-focused business to devote about $1.1 trillion toward capital expenditures over the next five years, analyst Tim Arcuri said in a Tuesday note, after his colleague John Hodulik initiated coverage of the stock Tuesday with a buy rating.

About the Author

Britney Nguyen Britney Nguyen is a tech reporter covering Nvidia, chips and AI. You can find her on X at @britneycath.

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