GN 44 - Is there a Gigacasting Bubble?
In this thought-provoking episode, Staffan and Fabian dig into a critical question that’s quietly gaining traction in the foundry world: Are we witnessing the rise and potential burst of a Gigacasting bubble? With massive investments pouring into ever-larger die-casting machines and new OEMs popping up by the dozen, the landscape looks both exciting and risky. Is the industry scaling too fast, too soon?
What’s inside this episode?
* An overview of the current Gigacasting machine landscape across North America, Europe, and China, including how many are running, idle, or still being installed
*…
The skinny
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