Terafab aims for 1 million wafers per month... Nikkei reports, estimated at 40 times that of Rapidus

Tesla and SpaceX’s semiconductor manufacturing venture Terafab has reportedly begun equipment procurement talks with Japanese suppliers, targeting wafer output of 1 million units per month after 2032, according to Nikkei. The plan reportedly splits production into roughly 700,000 memory wafers and more than 300,000 logic wafers per month, with at least one equipment vendor asked to deliver within months. Nikkei’s comparison to Rapidus’s 25,000 wafers per month implies a 40x scale gap, though the figure is a simple comparison of targets rather than current capacity. The disclosure matters because it signals Tesla and SpaceX are moving from ambition to supply-chain commitments for a fab far larger than Japan’s flagship Rapidus project. What to watch next is whether equipment orders and delivery schedules firm up, and whether Terafab confirms the 2032 timeline and memory-logic split.