Terafab reportedly targets 1 million wafers a month by 2032
Multiple reports citing Nikkei say Tesla and SpaceX semiconductor venture Terafab told equipment suppliers it aims to produce 1 million wafers per month by 2032, including 700,000 memory wafers and 300,000 logic wafers. The memory target is comparable to Samsung’s reported DRAM capacity of about 650,000 to 700,000 wafers per month. Terafab remains in an early development stage and has not demonstrated large-scale mass production.
Advanced-memory capacity is important to AI-related supply because demand for high-bandwidth memory and large-capacity DRAM continues to grow. If the plan is built and achieved, Terafab could become an important memory-supply participant, but the figures represent a long-term plan rather than established capacity.
Terafab Is Now Aiming For A Memory Production Capacity Of Around 700,000 Wafers Per Month, Which Is Roughly Equal To Samsung’s Entire DRAM Capacity
Rohail Saleem•Nov 8, 2026 at 06:54pm EST
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