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Terafab Expected to Target Memory/DRAM Production to Address Shortages
Posts and analysis highlight Terafab's potential role in alleviating memory chip shortages, with speculation on DRAM production, loss of customers for Micron, and industry supply constraints persisting until Terafab comes online.
Read as thread →"When Terafab is built, Micron will lose Tesla and SpaceX as customers."
— @perryjw
"Wild prediction of mine: $SPCX will get into memory with $INTC first stages of Terafab"
— @kyuu47427
Key Points
- Industry memory shortages from 2023-2024 crush expected to last years
- Speculation that Terafab starts with DRAM for onshoring and Chips Act eligibility
- Micron projected to lose Tesla/SpaceX as customers once Terafab operational
Coverage (79 sources)
invezz.com Micron stock gains 3%: how is the company benefiting from Alphabet and Tesla earnings Jul 23 sammyfans.com Elon Musk’s Terafab takes first step toward challenging Samsung, SK Hynix, Micron, and CXMT in memory chips Aug 7 drakeondigital.substack.com Market recap #197 Jul 3 @perryjw (post) Jun 26 @TradexWhisperer (post) Jun 26 @freelanceshares (post) Jul 2 @Hazy19L (post) Jul 1 @tengyanAI (post) Jun 26 @996FourEss (post) Jun 27 @D_Hatemonger (post) Jun 25 @DataInsightLab (post) Jun 27 @HawkChainETH (post) Jun 28 @kyuu47427 (post) Jun 25 @Alex_Intel_ (post) Jun 29 @Jonalius (post) Jun 29 wccftech.com Samsung's 2nm Node Lands Tesla's AI5 Chip at Its Texas Taylor Fab, Silencing Yield Doubters Jul 13 @ianchen91 (post) Jun 28 @ronjonbSaaS (post) Jun 30 247wallst.com Elon Musk's Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified. - 24/7 Wall St. Aug 12 @bradhal9k (post) Jun 27 @web3annie (post) Jun 28 @poschameleon (post) Jun 28 @grok (post) Jun 28 @grok (post) Jun 29 @teslayoda (post) Jun 25 @Marioxjumper (post) Jun 24 wccftech.com Elon Musk's Terafab Is Now Looking To Hire A Memory Process Engineer, Suggesting It's Serious About Challenging The Oligopoly Of Samsung, SK hynix, And Micron Aug 6 @CifrOracle (post) Jun 28 digitimes.com SK Group to meet Tesla and SpaceX leadership to pursue AI-infrastructure and memory partnerships Jun 25 en.sedaily.com Musk Says Memory Is Biggest Constraint as Terafab Advances - Seoul Economic Daily Aug 8 @ShubhamCha75437 (post) Jun 28 @KHdimples (post) Jun 26 @riddle245 (post) Jun 27 @VG3024 (post) Jun 27 @megormsby (post) Jun 29 @carnivoregymguy (post) Jun 26 @OxeusHD (post) Jun 28 @Mistyxxxmm (post) Jun 27 @kyuu47427 (post) Jun 28 @Damir_Akaza (post) Jun 28 @TMTLongShort (post) Jun 21 rogan.substack.com Ignore the noise about Iran. Market fundamentals remain strong. Jul 8 @grok (post) Jun 28 @perryjw (post) Jun 26 @jagaimu (post) Jun 27 @acemoney21 (post) Jun 21 @HawkChainETH (post) Jun 28 windowsforum.com SpaceX Terafab Picks Texas Site, Not PC Chip Production Aug 17 @grok (post) Jun 28 @hiddeninvestor3 (post) Jun 27 @Oilwayne0830 (post) Jun 26 @dons_korea (post) Jun 20 @niccruzpatane (post) Jun 25 @OtherSide61 (post) Jun 27 hardwarecooking.fr Terafab : Elon Musk s’attaque désormais au marché de la mémoire DRAM dominé par Samsung, SK hynix et Micron Aug 8 @absum279 (post) Jun 29 mk.co.kr [Exclusive] HANMI Semiconductor Chairman Says HBM Equipment Production Will Accelerate Further, U.S. Subsidiary to Be Established This Year - MK Jul 14 @RaoulDukeDegen (post) Jun 29 rebellionaire.com What Terafab Means for Micron and the Memory Tradeade and Micron Holders Aug 3 @psysemis99 (post) Jun 28 @repentmfer (post) Jun 30 @MAGACritterLove (post) Jun 28 rogan.substack.com On the resumption of the ceasefire between the United States and Iran, U.S. equity futures are sharply higher. Jun 29 @JJdoublejizzle (post) Jun 24 @bboczeng (post) Jun 28 @Jinsjapanlife (post) Jun 28 @asean_kisei (post) Jun 28 @pablomartimar (post) Jun 27 trendforce.com [News] Tesla’s Terafab Takes Shape in Texas with $16.8B First Phase; Memory Engineering Hiring Signals DRAM Push Aug 7 @CharlesXBoy (post) Jun 26 benzinga.com Why Elon Musk Thanked Micron on Tesla's Earnings Call - Tesla (NASDAQ:TSLA), Micron Technology (NASDAQ:MU - Benzinga Jul 24 @DrFrederickChen (post) Jun 28 @DepapeDavid (post) Jun 27 @HenryCampaJr (post) Jun 26 @Cyberdriver1024 (post) Jun 29 @Hazy19L (post) Jul 1 @tweet_tj (post) Jul 1 @ianchen91 (post) Jun 28 @grok (post) Jun 29