Array
(
[content] =>
[params] => Array
(
[0] => /forum/whats-new/latest-activity?before_id=111209
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2031070
[XFI] => 1060170
)
[wordpress] => /var/www/html
)
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today !
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser .
With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)
Apr 23, 2026
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending.
He wants to have...
Apr 23, 2026
Well its just 3B this year to start. They will get a building and a start on tools.
We still dont know the process or what the plans...
Apr 23, 2026
M
Well its just 3B this year to start. They will get a building and a start on tools.
We still dont know the process or what the plans...
Apr 23, 2026
B
What do you believe they are getting for $3Bn?
Apr 23, 2026
M
Kevin zhang has been consistently saying for the past few years that the cost of high NA is too high...
Apr 23, 2026
M
I think @Fred Chen had some comments on efficiency differences on Hi NA EUV. they seemed challenging. How do the outs per tool compare?
Apr 23, 2026
E
Kevin zhang has been consistently saying for the past few years that the cost of high NA is too high...
Apr 23, 2026
M
A few interesting "Semi relevant" details from the Q1 2026 Tesla Earnings call today:
- Tesla is spending $3B towards TeraFab this year...
Apr 23, 2026
M
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending.
He wants to have...
Apr 23, 2026
F
Why can’t Intel Foundry provide manufacturing services to SpaceX, xAI, and Tesla instead of helping Elon Musk build his own fabs and...
Apr 23, 2026
B
Appreciate many here like to stroke Musk ego.
3Bn maybe get you 1 litho tool and 1 inspection/ repair tool at the top end.
GF just...
Apr 23, 2026
B
Vaibhav Taneja is Tesla’s CFO. Given what he and Elon Musk have described, is $3 billion too little for the research fab/lab?
Apr 23, 2026
It only makes sense if Intel is going to spin off its manufacturing division, Intel Foundry.
Apr 23, 2026
Indeed, with the targeted output of Terafab being so much larger, they'd become the foundry rival to Intel.
Apr 23, 2026
Xebec replied to the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage?.With this current weird industry fixation on chips being measured in (Giga)Watts, that sentence confused me for a moment.. :)
Like.
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending. He wants to have...
Haha.
Vaibhav Taneja is Tesla’s CFO. Given what he and Elon Musk have described, is $3 billion too little for the research fab/lab?