Musk's Terafab reportedly targets memory output on par with Samsung's DRAM capacity

What happened

According to reports, Terafab, the chipmaking venture backed by Tesla and SpaceX, is reportedly planning memory output that would rival Samsung, the world's largest DRAM maker. Japanese and Korean equipment and materials suppliers are already being courted to help build it, though suppliers and analysts question whether the schedule and the demand will hold. The plan remains at a reportedly planned stage; the source does not state the cause, and no achieved capacity figure is given.

Impact and signal

Affected components and suppliers

Source and time

Source: DigiTimes Asia · 11/8/2026 · View original source