Terafab, the chip project run by Tesla and SpaceX, has informally told Japanese semiconductor equipment makers it plans to reach 1 million silicon wafers a month from 2032, with about 700,000 for memory chips and more than 300,000 for logic, Nikkei reported Monday, Nov. 9, according to The Asia Business Daily; Terafab procurement staff visited Japan early this month, and some suppliers face delivery deadlines just months away. TrendForce said that is roughly 40 times the 25,000-wafer monthly design capacity of Rapidus’ Chitose plant and that Terafab is still aiming to start mass production in the second half of 2028.
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AI / AITerafab Tells Japanese Toolmakers It Wants 1 Million Wafers a Month From 2032, Nikkei Says
The Tesla-SpaceX chip project shared a plan for about 700,000 memory wafers and over 300,000 logic wafers a month, and is pushing for fast equipment deliveries.
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