# Terafab

> Markdown twin of https://roboterminal.app/companies/terafab · https://roboterminal.app/companies/terafab.md

## On shared sources

- [TSMC](https://roboterminal.app/companies/tsmc) (5)
- [SpaceX](https://roboterminal.app/companies/spacex) (4)
- [Tesla](https://roboterminal.app/companies/tesla) (4)
- [ASML](https://roboterminal.app/companies/asml) (2)
- [ARK Invest](https://roboterminal.app/companies/ark-invest) (1)
- [Bank of America](https://roboterminal.app/companies/bank-of-america) (1)
- [Culpium](https://roboterminal.app/companies/culpium) (1)
- [Hanmi Semiconductor](https://roboterminal.app/companies/hanmi-semiconductor) (1)
- [HPSP](https://roboterminal.app/companies/hpsp) (1)
- [MiCo](https://roboterminal.app/companies/mico) (1)
- [Waymo](https://roboterminal.app/companies/waymo) (1)

## Pulse

- [@tslaming on X](https://x.com/tslaming/status/2112728450230599770)
  STRONG SIGNAL 🚨 Tesla and SpaceX are building an independent semiconductor supply chain for their Terafab project, tapping roughly ten South Korean suppliers 🔥 According to reporting by The Elec, re…
- [@elonmusk on X](https://x.com/elonmusk/status/2112590295334277253)
  The value of Terafab’s output will place it in the top 20 of country GDP in a single building https://t.co/9XZXdMZ9iC
- [@tslaming on X](https://x.com/tslaming/status/2112350161834045479)
  BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,30…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2111110305149280716)
  Analysis: TSMC's chipmaking edge strengthens C.C. Wei's hand — from advanced-node capacity to Musk's Terafab https://t.co/CVsF9sIYED
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111079965374730596)
  BofA sees SpaceX consuming ~20% of TSMC's advanced node capacity in 2029, up from ~1% in 2026, due to limited support from Terafab. $SPCX $TSMC https://t.co/kSutYfLLSI
- [@tculpan on X](https://x.com/tculpan/status/2111001610898014268)
  I asked TSMC chairman CC Wei today whether he can share more on his company’s possible deal with @elonmusk and @TerafabCorp Ever the joker, he told me “I’ll share more at the next investor conference”…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110833829774753816)
  Terafab may receive its first EUV lithography tool from ASML by the middle of next year. $ASML https://t.co/vlhHt8cHyC
- [@tculpan on X](https://x.com/tculpan/status/2110783469450371171)
  This is it. This is the key quote from TSMC on @TerafabCorp And yet, everyone missed it — too caught up on CC Wei’s comment about running the fab to notice what he said about excess capacity at the fa…
- [@tculpan on X](https://x.com/tculpan/status/2110716024488448358)
  Two weeks ago @Culpium broke news of talks between TSMC & @TerafabCorp @elonmusk has said his team will run the fab TSMC just said it will run the fab Both sides have dropped hints as to how it may wo…
- [@elonmusk on X](https://x.com/elonmusk/status/2109461555066671311)
  Join the Terafab project. The value of the output of this massive structure will rank in the top 20 of country GDPs! https://t.co/QNnLc4rUrh
- [@tculpan on X](https://x.com/tculpan/status/2109438154512216143)
  Inside. @TerafabCorp has put in an order for @ASMLcompany EUV machines, and sees delivery of the tools to its R&D fab mid-2027. (though, this timeline may be a little rubbery) https://t.co/tiJDDso0Qb

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Source: Roboterminal · https://roboterminal.app/companies/terafab.md