According to media reports, TerraFab has recently placed huge orders with Japanese semiconductor equipment manufacturers. TerraFab's requirements break through conventional industry standards, and are also puzzling for many manufacturers. According to sources, TerraFab unofficially proposed a goal of producing 1 million silicon wafers per month by 2032 and beyond. This production capacity is 40 times that of Rapidus' plant in Chitose, Hokkaido. A number of TerraFab procurement managers visited Japan in early November to meet with local suppliers to finalize production details. Some equipment vendors have received TerraFab orders requiring delivery within a few months. A representative of the company confessed to the media: “The requirements of this order are unreasonable, but we must cooperate as much as possible.” Douglas Liver, CEO of Japanese semiconductor equipment giant Edwin Testing, sent an optimistic signal at the recent performance meeting: “TerraFab is moving from concept to implementation, and will grow into an important business in the future.” Whether the mass production plan can be implemented as scheduled is still full of uncertainty. Whether the supplier will be able to meet Musk's requirements is not yet known.

Zhitongcaijing · 2d ago
According to media reports, TerraFab has recently placed huge orders with Japanese semiconductor equipment manufacturers. TerraFab's requirements break through conventional industry standards, and are also puzzling for many manufacturers. According to sources, TerraFab unofficially proposed a goal of producing 1 million silicon wafers per month by 2032 and beyond. This production capacity is 40 times that of Rapidus' plant in Chitose, Hokkaido. A number of TerraFab procurement managers visited Japan in early November to meet with local suppliers to finalize production details. Some equipment vendors have received TerraFab orders requiring delivery within a few months. A representative of the company confessed to the media: “The requirements of this order are unreasonable, but we must cooperate as much as possible.” Douglas Liver, CEO of Japanese semiconductor equipment giant Edwin Testing, sent an optimistic signal at the recent performance meeting: “TerraFab is moving from concept to implementation, and will grow into an important business in the future.” Whether the mass production plan can be implemented as scheduled is still full of uncertainty. Whether the supplier can meet Musk's requirements is unknown.