What's happening?
Terafab, the semiconductor-focused joint venture between Tesla and SpaceX, has shared its production targets with suppliers. According to Wccftech, the company aims to reach a capacity of about 1 million wafers per month by 2032.
How big is the memory side?
The headline figure concerns memory production: Terafab's target of roughly 700,000 memory wafers per month is approximately equal to Samsung's entire DRAM capacity. That means planning at a scale that would rival the full capacity of one of the incumbent players.
Why it matters
Terafab's goal is to secure a steady, abundant supply of memory and logic chips for Optimus humanoid robots and space-based data centers, giving the company vertical control over the full compute stack. The report also notes that the venture has significant technological backing from Intel.
A note of caution
These are targets communicated to suppliers, not confirmed production. Semiconductor fabs take years and billions of dollars to build, so how quickly these goals materialize will be closely watched across the industry.
