Musk’s Terafab has reportedly requested delivery from Japanese equipment makers within several months and is bringing forward equipment installation in pursuit of a target to begin mass production in the second half of 2028.
At a meeting with equipment suppliers that had visited Japan, Terafab reportedly asked several companies to deliver equipment within several months. This has prompted efforts to bring forward the schedule for securing equipment in line with the target of starting mass production in the second half of 2028.
Terafab has announced plans, with cooperation from Tesla and SpaceX, to pursue long-term production of 1 million wafers per month. Initial investment is reportedly approximately $16.8 billion, with allocations indicated for data-storage memory and computing semiconductors.
Terafab has announced cooperation with Intel and is reportedly planning to use its 14A process. Discussions with TSMC are also continuing, but the specific roles and investment scale are reportedly undecided.
Demand in Japan’s equipment market is increasing, and sales forecasts for fiscal 2026–2028 have been revised upward. If Terafab’s large order materializes, it is expected to affect the order structure of the equipment market.