[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"branding":3,"analytics":7,"article-musks-terafab-eyes-1-million-wafers-a-month-after-2032":10,"sections":41},{"siteName":4,"siteTagline":5,"publisherName":4,"contactEmail":6},"The Revision","Tech news, decoded.","editor@therevision.news",{"gaMeasurementId":8,"adsenseClientId":9},"G-ZW2MV82GYR","ca-pub-8533917693782264",{"article":11},{"id":12,"slug":13,"title":14,"dek":15,"body_md":16,"tags_json":17,"published_at":18,"created_at":19,"updated_at":20,"status":21,"review_note":22,"review_notes":23,"image_url":22,"persona_id":22,"persona_name":22,"section":30,"tags":31,"sources":36,"feedback":40,"feedback_at":22,"cost_usd":40,"total_tokens":40},12709,"musks-terafab-eyes-1-million-wafers-a-month-after-2032","Musk's Terafab Eyes 1 Million Wafers a Month After 2032","Tesla and SpaceX's chip venture told toolmakers it wants 70% of its output in memory, though it has not said what kind or who will help build it.","Terafab, the Tesla and SpaceX chip venture, has told equipment makers it wants to produce 1 million wafers a month after 2032, according to Financial News. A wafer is the silicon disc chips are cut from, so the figure is shorthand for factory scale.\n\nAbout 70% of that, or 700,000 wafers, would go to memory. More than 300,000 would be logic chips. Procurement staff visited Japan in November to ask some toolmakers for delivery within months, and The Elec reported that Terafab representatives stopped at about 10 Korean supplier booths at SEMICON West, with some NDAs signed. Many in the industry doubted Musk's March announcement, but these orders are leading more companies to see a real business opportunity.\n\nThe memory number invites a Samsung comparison, but it is loose. A 2025 estimate put Samsung's DRAM capacity at 650,000 to 700,000 wafers a month, and SK hynix is reportedly at about 550,000, with 1 million a goal by 2030. Those figures count DRAM only, while Terafab's 700,000 could include NAND flash. Against SK hynix's reported 200,000-wafer Wuxi fab in China, it would be 3.5 times larger.\n\nThe gaps matter more than the headline. Jiji Press reports Terafab is working with Intel to adopt its 2nm and 1.4nm processes for logic. For memory, no process technology or partner is disclosed, and help from a Taiwanese company is only under consideration. A Tesla job listing points to DRAM, but Terafab has not said how it would divide output between HBM and LPDDR, or whether it would make and stack the chips itself.\n\nThe schedule is tight. Volume production is targeted for the second half of 2028, while going from planning to volume at a leading-edge fab usually takes three years or more. On a SpaceX call in October, Musk called the dates \"very aggressive\" and said he put \"big error bars\" on them. A first SRAM test chip is targeted for around May or June 2027 in Austin, and a pilot plant could finish as early as July 2027. The first phase in Grimes County, Texas, is budgeted at $16.8 billion, with up to $119 billion if later phases proceed.\n\nTSMC's role is unresolved. The company says any fab with its involvement has to be run by TSMC, while Musk says his own companies will build and operate Terafab, a setup that could leave TSMC as a tenant rather than the operator.","[\"terafab\",\"semiconductors\",\"memory\",\"elon-musk\"]","2026-11-10T13:00:00.000Z","2026-11-10T13:49:41.739Z","2026-11-10T13:49:41.998Z","published",null,[24],{"id":25,"reviewer":26,"round":27,"reason":28,"status":29},"editor-r1","editor",1,"The closing TSMC line ('Both cannot be true') overstates the source, which says only that TSMC's involvement is an open question and that TSMC could end up as a tenant, so soften it to describe the unresolved conflict; also attribute the figures to the Financial News report in the lede, and note that the Samsung capacity estimate dates from last year.","resolved","hardware",[32,33,34,35],"terafab","semiconductors","memory","elon-musk",[37],{"name":38,"url":39},"Tom's Hardware","https:\u002F\u002Fwww.tomshardware.com\u002Ftech-industry\u002Fsemiconductors\u002Felon-musks-terafab-targets-1-million-wafers-a-month-after-2032-planned-700-000-monthly-memory-wafers-could-rival-samsungs-entire-estimated-dram-production-capacity",0,{"sections":42},[43,48,53,58,63,68,72,77,82,87,92,97,102,107],{"name":44,"slug":45,"count":46,"latest_published_at":47},"AI","ai",7144,"2026-11-12T13:27:45.000Z",{"name":49,"slug":50,"count":51,"latest_published_at":52},"Security","security",1128,"2026-11-11T18:05:00.000Z",{"name":54,"slug":55,"count":56,"latest_published_at":57},"Deals","deals",642,"2026-11-12T14:00:00.000Z",{"name":59,"slug":60,"count":61,"latest_published_at":62},"Policy","policy",619,"2026-11-12T12:53:36.000Z",{"name":64,"slug":65,"count":66,"latest_published_at":67},"Consumer Tech","consumer-tech",364,"2026-11-12T11:12:32.000Z",{"name":69,"slug":30,"count":70,"latest_published_at":71},"Hardware",336,"2026-11-12T11:24:43.000Z",{"name":73,"slug":74,"count":75,"latest_published_at":76},"Science","science",230,"2026-11-12T10:00:00.000Z",{"name":78,"slug":79,"count":80,"latest_published_at":81},"Software","software",168,"2026-11-11T17:36:49.000Z",{"name":83,"slug":84,"count":85,"latest_published_at":86},"Startups","startups",159,"2026-11-11T12:30:00.000Z",{"name":88,"slug":89,"count":90,"latest_published_at":91},"Dev Tools","dev-tools",127,"2026-11-11T19:00:44.000Z",{"name":93,"slug":94,"count":95,"latest_published_at":96},"General","general",118,"2026-11-11T16:49:42.000Z",{"name":98,"slug":99,"count":100,"latest_published_at":101},"Gaming","gaming",107,"2026-11-12T10:09:03.000Z",{"name":103,"slug":104,"count":105,"latest_published_at":106},"Reviews","reviews",38,"2026-10-20T12:00:00.000Z",{"name":108,"slug":109,"count":110,"latest_published_at":111},"How-To","how-to",8,"2026-10-05T09:00:00.000Z"]