What Casey Handmer thinks about semiconductors

@casey-handmer · 78 positions · 2 changes of mind · On ppll ↗

Physicist, formerly at NASA's Jet Propulsion Laboratory, and founder of Terraform Industries, which is building plant to make synthetic natural gas from sunlight and air. Writes about energy, space and manufacturing at caseyhandmer.wordpress.com.

Casey Handmer did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

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Only Casey Handmer on semiconductors. See everyone on semiconductors

2 dated positions, 2025 to 2026, in their own words. Our reading of what Casey Handmer has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

1. 10 Feb 2026

   Our readingData centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet.

   data centers

   Their wordsThe economics of orbital “datacenters” or essentially glorified Starlink satellites with a bunch of GPUs attached are likely to be even better than Starlink.

   ↗Space AI: I guess we’re doing Moon factories nowcaseyhandmer.wordpress.com 2nd of 3 in this piece

2. 6 months earlier

3. 15 Aug 2025

   Our readingAll a thinking machine needs is a big slab of cheap silicon to make the power and a small slab of expensive silicon to do the thinking.

   Their wordsso what you actually need is a big slab of relatively cheap silicon to make the power and then a small slab of relatively expensive silicon to do the thinking.

   ↗China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmeryoutube.com 22nd of 24 in this recording