A post by @FirstSquawk on X.

Elon Musk’s Terafab has told semiconductor equipment suppliers it is targeting production capacity of 1 million wafers per month from 2032 onward, according to Nikkei. The disclosed goal sets a concrete volume benchmark for a project whose scale would place it among the industry’s largest fabrication ambitions. Suppliers now have a long-range demand signal to plan tool orders and capacity around, though the timeline leaves room for specification changes. Watch for formal equipment bookings and any updates to the 2032 start date as the plan moves from target to committed capacity.