Elon Musk's New Product Is the Biggest Bet in Industrial History: Why Terafab Rewrites Semiconductor Scale

A machine that weighs 180 tons and contains more than 100,000 [snorts] components from 5,100 suppliers across 15 countries. The goal is to build 200 billion custom AI chips per year and 1 terawatt of compute power annually. The initial target is 100,000 wafer starts per month, and the full-scale target is 1 million. And to put that in perspective, TSMC, which is the company that makes chips for Apple, Nvidia, AMD, Qualcomm, basically everyone, their entire global output across all their fabs is about 1.4 million wafer starts per month. In 26 they're forecasting 60 and 27 maybe close to 70 including some next generation high NA systems. If one do the math for Terafab's initial target of 100,000 wafer starts per month one'll need 30 to 75 EUV machines just o get started. And at full scale of 1 million wafer starts per month one need 300 to 500 EUV tools.

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