Chips
Tesla, SpaceX Talk to About 10 Korean Suppliers for Terafab
Korean suppliers for Terafab, including HPSP and Hanmi, are in talks with Tesla and SpaceX, The Elec reported Oct. 20, but only one HPSP annealing tool is firm.
Chips & Power Desk
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Chips
Korean suppliers for Terafab, including HPSP and Hanmi, are in talks with Tesla and SpaceX, The Elec reported Oct. 20, but only one HPSP annealing tool is firm.
Chips & Power Desk
Batteries
Tesla's Q3 letter says battery availability limited vehicle volumes while Megafactory Texas began production with 50 GWh of planned capacity and storage deployments reached 13.7 GWh, as data center demand pulls on Megapack.
Energy & Cooling Desk
Chips
Elon Musk said suppliers led by ASML are expediting equipment shipments to the Tesla-SpaceX Terafab chip plant in Texas, which targets volume output in Q3-Q4 2028 on a timeline he called highly aspirational.
Chips & Power Desk
Batteries
Genesis Energy opened a 100MW/200MWh Saft battery at New Zealand's largest power station for about NZ$130 million as gas supply declines tighten winter margins.
Energy & Cooling Desk