Morgan Stanley Estimates Tesla Terafab Capital Expenditure at $35 Billion to $45 Billion
Tesla faces a potential $35 billion to $45 billion capital expenditure increase for its new Terafab semiconductor facility. Morgan Stanley analysts warn the project will shift the company toward a capital-intensive model to support robotics and autonomous vehicles. This investment exceeds the current $20 billion annual budget and aims to secure chip supply for millions of future units.
La Era