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Musk Confirms Terafab Will Build Its Own Chip Equipment
After analyst Jukan questioned the viability of Musk's custom equipment strategy for Terafab, Musk confirmed the planned chip fab will modify existing machines or build its own equipment to address capacity bottlenecks.
2026-10-11 ~ 2026-10-11 · 2 episodes · 4 posts
Episode 1 · Analyst Questions Terafab Custom Equipment Costs, Debate Ensues (2026-10-11, 2 posts)
Analyst Jukan questioned the feasibility of Musk's custom-equipment approach for Terafab, arguing vendors lack incentive and costs could exceed those of cars and rockets, while a user clarified Musk was merely noting the low customization of fab equipment.
- Jukan pushes back on Terafab: custom fab tools would cost on a scale beyond EVs and rockets — jukan05 · 2026-10-11
- Clarifying the Terafab debate: Musk's point was fabs lack custom equipment advantages — TheDutchRuler · 2026-10-11
Episode 2 · Musk Confirms Terafab Will Build Its Own Chip Equipment (2026-10-11, 2 posts)
Elon Musk confirmed that Terafab will build its own chip equipment, retrofitting existing machines or developing new ones based on capacity bottlenecks, following his criticism that the chip industry relies on homogeneous tools from the same suppliers.
- Musk says yes to building own chip fab equipment, citing industry-wide tool homogeneity — elonmusk · 2026-10-11
- Musk confirms Terafab will modify existing tools and build custom equipment to lift wafer output — elonmusk · 2026-10-11