Tesla and SpaceX plan Terafab chip plant targeting 1M wafers per month, Nikkei reports
XFreeze · x · 2026-11-09
Nikkei reports a Tesla/SpaceX procurement team quietly visited Japan to pitch semiconductor equipment makers on Terafab: 1 million wafers per month after 2032 (40× Rapidus' planned capacity), split between 700K memory and 300K+ computing wafers, with initial mass production targeted for late 2028. Some suppliers are being asked to deliver equipment within months. The project aims to build a semiconductor backbone for terawatt-scale compute across Tesla's AVs, Optimus, and SpaceX's space-based compute ambitions.
More from Infra
- Anthropic joins AI's natural gas frenzy with $3.4B turbine purchase — TechCrunch AI · 2026-11-10
- Marvell to buy Lumentum in $115B all-stock deal betting big on optical AI data-center links — thione · 2026-11-10
- Anthropic discloses $16.96B Q3 revenue and $895.4B in compute commitments ahead of IPO — thione · 2026-11-10
- RT claim: GPT-4-level intelligence has gotten roughly 1800x smaller — CatAstro_Piyush · 2026-11-10
- Analyst pushes back on "price cuts to prop ARR" narrative: LLM price drops come from efficiency, not nuked margins — zephyr_z9 · 2026-11-10
- Data-center water use debate: a post misunderstanding basic water science gets 22K likes — ATTlKA · 2026-11-10