The firm's analysts also identified four topics of central importance when it comes to SpaceX's valuation success. The analysts say the most important topic is the achievement of rapid reuse of Starship rockets. The other three topics are having sufficient semiconductor capacity, moving through regulatory processes, and securing high compute capacity. Though some engines failed to light during Launch 13 on July 20, the analysts say they assume booster landings with reuse will eventually be achieved. Potential Semiconductor Capacity ShortageA key area of investor pushback has been the potential shortage of semiconductor capacity.