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xnx01/15/20263 repliesview on HN

$20 billion for a new fab is a lot of money, even to Apple.


Replies

DetroitThrow01/15/2026

Closer to $40b for a new fab for an established company to do it all correctly. It's a much more major investment to open a fab without ever doing it before, then continually use the brain power/institutional knowledge you've built up to stay near the forefront of fab tech, and then basically have weird incentives to build a foundry for only your products rather than the world at large.

You're setting yourself up for making a huge part of your future revenue stream being set aside for ongoing chipfab capex and research engineering. And that's a huge gamble, since getting this all setup is not guaranteed to succeed.

show 1 reply
HardCodedBias01/15/2026

If it were only 20B then Apple would jump at the chance.

As would almost innumerable others.

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LunaSea01/16/2026

Apple has around $55B in cash, much more in stocks.