THE ELEC: Tesla and SpaceX are Terafab engaging with approximately 10 South Korean companies

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[Musk Semiconductor Project Terafab is engaging with approximately 10 South Korean companies]

South Korean media THE ELEC reported that Tesla and SpaceX, under Elon Musk, are engaging South Korean materials, components, and equipment companies for the semiconductor manufacturing project Terafab. Some companies have signed non-disclosure agreements and discussed supply categories.October 13 to 15, relevant personnel visited Semicon West in San Francisco 2026 and visited approximately 10 booths of South Korean companies, confirming products and production capacity and proposing follow-up talks; many of these discussions have continued for several months.ENF Technology, Asflow, and G&G Intech were contacted for the first time in this initiative, involving process materials, piping components and valves, and wastewater recycling equipment, respectively. Komico, a cleaning subsidiary of Mico, approximately 1 months ago signed a tripartite non-disclosure agreement with Tesla and SpaceX to discuss cleaning services for an R&D pilot line in Texas. Unisem signed a non-disclosure agreement regarding environmental equipment such as exhaust-gas treatment, while Dongjin Semichem is discussing a Texas diluent plant and materials such as phosphoric acid. Hanmi Semiconductor is discussing thermocompression bonding equipment,HPSP will supply 1 high-pressure hydrogen annealing systems to the R&D line, and test-socket company ISC has exchanged samples and design information.Terafab is located in Texas and was announced this year by Tesla, SpaceX, and xAI as a joint initiative. Its independent legal entity and ownership structure have not yet been disclosed.March The target is to reach monthly wafer starts of 10 wafers within 1000000 years, with an initial investment of 16800000000 USD and employment of more than 3000 people. SpaceX signed a tax-abatement agreement with Texas and began construction earlier this month. The industry expects an initial facility with monthly output of 100000 wafers to be completed before 2030. Initial applications include Tesla autonomous-driving and robotics chips, as well as SpaceX satellite and space data-center chips.

Key points

South Korean media THE ELEC reported that Tesla and SpaceX are engaging South Korean materials, components, and equipment companies for Terafab.
Relevant personnel October 13 to 15 visited Semicon West in San Francisco 2026 and visited approximately 10 booths of South Korean companies.
Some companies have signed non-disclosure agreements and discussed supply categories.
ENF Technology, Asflow, and G&G Intech were contacted for the first time in this initiative.
Komico approximately 1 months ago signed a tripartite non-disclosure agreement with Tesla and SpaceX to discuss cleaning services for an R&D pilot line in Texas.
Unisem signed a non-disclosure agreement regarding environmental equipment such as exhaust-gas treatment.
HPSP will supply 1 high-pressure hydrogen annealing systems to the R&D line.
Terafab Located in Texas, it was announced this year by Tesla, SpaceX, and xAI March as a joint initiative.
Terafab Its independent legal entity and ownership structure have not yet been disclosed.
The project targets 10 years to reach monthly wafer starts of 1000000 wafers, with an initial investment of 16800000000 USD and employment of more than 3000 people.
The industry expects an initial facility with monthly output of 100000 wafers to be completed before 2030.

AI-assisted interpretation

The following is analysis, separate from reported facts. Verify important claims independently.

This content describes Terafab progress in seeking suppliers of semiconductor materials, components, equipment, and services. Signing non-disclosure agreements, exchanging samples, and discussing equipment indicate that the relevant companies are in negotiations, but the original text does not state that most negotiations have resulted in formal orders.

Why it matters to readers

Supplier engagement covers materials, cleaning, environmental equipment, bonding equipment, annealing equipment, and test sockets, which can be used to observe whether preparations for Terafab continue to advance. The project's legal entity and ownership structure remain undisclosed.

Beginners should distinguish between “making contact or signing a non-disclosure agreement” and “obtaining a formal order.” Going forward, they can monitor formal disclosures by the project party and whether negotiations turn into supply arrangements and equipment acceptance.

Risks and unknowns

The content is based on THE ELEC reports; the original text does not provide formal confirmation documents from the project party or relevant companies.
It remains unclear whether negotiations with most companies will result in formal orders.
Terafab's independent legal entity and equity structure have not yet been disclosed.
The initial facilities are expected to be completed in 2030 years, according to industry estimates.
Whether the project's targets, investment, employment numbers, and production capacity can be achieved cannot yet be confirmed from the original text.

THE ELEC: Tesla and SpaceX are Terafab engaging with approximately 10 South Korean companies

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