Terafab is partnering with Intel for logic chips, is in discussions with TSMC, and is developing its own memory chip production processes. To support the build, Lam Research and Applied Materials have established dedicated Terafab teams, while Fujifilm is supplying etchants and photoresists. The company aims to reach a capacity of 1 million wafer starts per month within a decade and recently signed NDAs with several Korean firms, including MiCo and Dongjin Semichem, during SEMICON West in San Francisco.
Tuesday, October 20, 2026
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Musk's Terafab Spends $16.8B on Texas Chip Fab and Cuts Chinese Suppliers
Tech13 hours ago
SpaceX broke ground this month in Grimes County, Texas, on a semiconductor facility that will produce 100,000 wafers per month by 2030. The joint venture between Tesla and SpaceX, known as Terafab, is investing $16.8 billion to build the site and create more than 3,000 jobs. To secure its supply chain, the venture is excluding all Chinese suppliers and is pursuing nearly every available Korean provider of chip equipment and materials, demanding that their prices be lower than those of Chinese firms.
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