Nikkei: Musk's Terafab Tells Suppliers It Targets 1 Million Wafers a Month From 2032
NIKKEI: ELON MUSK’S TERAFAB HAS TOLD SEMICONDUCTOR EQUIPMENT SUPPLIERS IT IS TARGETING A PRODUCTION CAPACITY OF 1 MILLION WAFERS PER MONTH FROM 2032 ONWARD. OF THAT TOTAL, 700,000 WAFERS PER MONTH WOULD BE ALLOCATED TO MEMORY CHIPS AND 300,000 TO LOGIC CHIPS. WTF? 700kwpm for memory??
Context
If real, Terafab would aim to be one of the largest chipmakers in the world, with most of its output going to memory.
Jukan, citing Nikkei, says Elon Musk's Terafab has told semiconductor equipment suppliers it is targeting capacity of 1 million wafers per month from 2032, with 700,000 for memory chips and 300,000 for logic chips. The scan found no confirmation from Musk or Terafab.
What to expect next
Watch for Terafab's site, financing and equipment orders, which would show whether the target is realistic.