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GN 44 - Is there a Gigacasting Bubble?
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GN 44 - Is there a Gigacasting Bubble?

Inside the Perfect Storm brewing around Gigacasting and EV Manufacturing
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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 economics of Gigacasting: how part reduction, weight savings, and cost improvements compare to conventional manufacturing

  • Why the OEM model in China, especially the "shop-in-shop" setup is creating capacity bottlenecks and utilization challenges

  • How global macroeconomic pressures like rising interest rates, oversupply, and political instability could trigger a correction

  • The implications of a potential shakeout: which players might falter, and why knowledge, adaptability, and scale will matter more than ever

  • What a reset in expectations could mean for casting technology, machine sizing, engineering focus, and strategic investment, especially in Europe

Get Involved:

Do you see the early signs of a bubble, or are we just entering a new phase of maturity in Gigacasting? Share your view in the comments—or better yet, join us for a future episode.

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Thank you for listening, and we’ll see you in the next episode, where we’ll continue to bring you the latest insights and updates from the casting world. Don’t forget to ask questions, write comments, or make suggestions for future episodes. Until next time, keep casting strong!

Fabian and Staffan

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