Elon Musk’s Terafab joint venture has informally informed semiconductor equipment makers that it targets an output of 1 million wafers per month after 2032. According to Financial News, procurement teams have already visited Japanese toolmakers to request deliveries within months, aiming for initial volume production by the second half of 2028.
1,000,000
Target monthly wafer output for Terafab after 2032
Logic production reportedly relies on Intel's 2nm and 1.4nm process nodes.
Aggressive vendor outreach aims for equipment delivery within months of initial talks.
The aggressive scaling plan allocates 700,000 wafers to memory production and over 300,000 to logic chips. The memory output alone would rival Samsung's estimated DRAM capacity of 650,000 to 700,000 wafers monthly, though Terafab's mix may include NAND. For logic, Jiji Press reports Terafab is pursuing Intel's 2nm and 1.4nm process nodes, while technical partnerships for memory production remain undisclosed.
Despite industry skepticism regarding the timeline—which typically requires over three years from planning to volume at the leading edge—signed NDAs at SEMICON West signal real momentum. If realized, this fab capacity would drastically reshape supply chains for enterprise AI accelerators, server infrastructure, and custom silicon.
NVIDIA may be slowing down its chip orders at TSMC, according to a new report from Taiwan's Commercial Times. The outlet cites unnamed supply chain sources but doesn't name a product, node, size, or timeline.
Grok Build, the vibe-coding agent from SpaceXSI, is leaking data—some of it proprietary business information and other sensitive secrets—from thousands of its users, including the very same Elon Musk-owned company that offers the platform, new research shows. The information is revealed through links allowing Grok Build users to share their apps with others.
Microsoft Design and Research Lead Marcus Ash has confirmed the company is working to modernize remaining legacy Win32 dialogs and MMC management tools in Windows 11. Responding to a user request to replace outdated interfaces and fully deprecate Control Panel, Ash offered a brief acknowledgment without providing an official release timeline.
