Terafab Targets 2028 Production as $ASML Supply Stays Tight TrendForce, citing Reuters, reports that Musk targets Terafab’s first functional SRAM test chip for May or June 2027, followed by volume production in Q3 2028, potentially Q4. He called the schedule “very aggressive.” Equipment availability could constrain that ramp. $ASML expects demand to exceed supply through 2028, according to the report. Musk thanked suppliers for accelerating deliveries but did not directly answer whether EUV systems had been ordered. The production target therefore depends not just on developing the process, but on securing the equipment to run it. $AMAT $ASML $KLAC $LRCX Sources

Terafab isn’t trying to beat NVIDIA. It’s building what NVIDIA can’t build alone! @JOBhakdi argues that advanced AI chips need fabs, packaging, power, supply chains, and a huge network of partners. NVIDIA is one critical piece, but Terafab could be the infrastructure connecting all of it. Think less “chip company” and more “city for the US semiconductor industry.” The bigger idea: Elon sees the bottlenecks and is building the missing pieces around them! $TSLA $SPCX $NVDA

TeraFab Are we getting closer to defining the TeraFab framework? April was: Tesla does the research line, SpaceX does the first phase of the large plant, then we figure out the rest. Tesla has started the pilot at Giga Texas, is hiring for TeraFab, and filed the name. SpaceX set up TeraFab AI, LLC, signed the Grimes County and school papers, and is hiring silicon engineers. What's next?

Terafab is not merely a larger fab. It is a thermodynamic rewrite of chipmaking. By replacing point-of-use laser-produced plasma with utility-scale ERL-FEL infrastructure, the consortium turns lithographic light into a shared utility generated centrally and distributed across the fab. That breaks dependence on the physical limits of tin-plasma sources and creates a tunable path toward 6.7 nm Beyond EUV: adjust the accelerator’s electron energy, shift the photon wavelength, and drive the next generation of patterning. The old model installs a light source inside every machine. The Terafab model builds a photon power plant. This is not just semiconductor scaling. It is the industrialization of light.

Terafab is insane. Terafab might fail. Terafab is just an announcement for now. But it’s a signal that the United States is going to try to become a critical hub for hardware manufacturing again. We’re going to embark on the journey. This is a huge deal. It is inspiring as fuck. Please look at how big this project is, and what the implications are if successful. Terafab would be a beating heart that would spawn many new arteries and veins. It would give suppliers a reason to exist and build. It’ll expand many industries around Terafab and throughout the USA. Everything is connected. Slap a massive machine of physical productivity into the heart of Texas, and many smaller machines spawn to help feed the beast. More people making money inside of the USA vs piping money back in from outside the USA. The USA desperately needs a manufacturing base again. For economic reasons but also for national security. It’s insane, it’s just an announcement, it might fail. But it’s a sign that the United States is going to attempt to re-ignite something we’ve lost. Anyone who says you shouldn’t be excited by it is a fuckin moron

Terafab approximate size comparison between Giga Texas, the Pentagon, Apple Park, and the Mall of America. There has never been a building this large. Elon Musk says it will be the most valuable building by far.

Terafab is actually so nuts that it’s likely inspiring people all over the USA. And the best part? Tesla and SpaceX can’t possibly do this without a massive BOM of components and supplies. Tons of companies will be involved, I bet many of us work for one of them. This is some fuckin wartime type of shit man. It’s just so intense. I’m sitting here thinking about how I want to play a role in it. It will quite literally change the course of history for the United States if it succeeds. It’s that massive. I haven’t been this stoked about Tesla and SpaceX in a long time. Seeing that rendering just made it feel more real. LFGGGGG