Rumor has it that Tesla (TSLA.US) and SpaceX (SPCX.US) plan for Terafab to produce one million wafers per month are being questioned

The Zhitong Finance App learned that according to reports, Tesla (TSLA.US) and SpaceX (SPCX.US) plan to achieve a monthly production capacity of 1 million semiconductor wafers at the proposed Terafab plant starting in 2032. This target includes approximately 700,000 chips/month of memory chips and over 300,000 pieces/month of logic chips. Judging from the planned storage capacity alone, it will be comparable to Samsung Electronics' estimated DRAM production capacity (650,000 to 700,000 pieces per month).

According to reports, Terafab's procurement staff visited Japan earlier this month to meet with semiconductor equipment suppliers to coordinate orders and delivery schedules. Some Japanese manufacturers are being asked to deliver the equipment within just a few months. An equipment manufacturer called this time requirement extremely demanding, but said it would try to meet the deadline.

According to reports, as CEO of Tesla and SpaceX, Musk aims to begin large-scale mass production in the second half of 2028. However, even for mature chip makers, it usually takes more than three years to build an advanced semiconductor factory and achieve mass production. Some industry insiders have questioned the viability of Terafab's aggressive timeline.

The proposed total production capacity is approximately 40 times the planned production capacity of Japan's Rapidus plant in Chitose, Hokkaido (25,000 tablets per month). Whether these companies will be able to secure the supply of equipment and achieve this ambitious production plan remains uncertain.