1 link tagged with all of: tesla + semiconductor supply chain + terafab + vertical integration
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Elon Musk’s Tesla-SpaceX joint venture, dubbed Terafab, has asked key equipment makers—Applied Materials, Tokyo Electron and Lam Research—for price quotes and delivery timelines on photomasks, etchers, testers and other tools. The team wants to fast-track procurement “at light speed” as it aims to enter advanced chip production.
- Musk's Tesla-SpaceX venture "Terafab" has requested price quotes and delivery timelines from Applied Materials, Tokyo Electron, and Lam Research for chipmaking equipment (photomasks, etchers, testers, etc.)
- The team is pushing suppliers to move "at light speed" to compress the typical 5-10 year fab construction timeline
- Goal is in-house chip production to fix supply bottlenecks for Tesla's self-driving computers and SpaceX's Starlink terminals
- Major obstacles remain, including securing scarce EUV lithography equipment and matching the years of tool-chain refinement achieved by TSMC and Samsung