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[Musk’s Terafab target revealed: Aiming to produce 700,000 memory chip wafers per month, close to Samsung’s total DRAM production capacity] According to the Science and Technology Innovation Board Daily on the 9th, Musk’s semiconductor joint venture Terafab is extending its tentacles to the core of global memory chip production capacity. According to Nikkei News, Terafab has revealed to semiconductor equipment suppliers that it plans to achieve a monthly production capacity target of 1 million wafers in 2032, of which 700,000 will be used for memory chips and 300,000 for logic chips. What’s shocking about this goal is the scale of its memory chips: Samsung’s current monthly DRAM production capacity is about 650,000 to 700,000 wafers, and Terafab’s memory chip goal is equivalent to that. For a new entrant who is still in its infancy, whether it can replicate Samsung's current scale in about six years will be a major test for the entire industry.
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