Musk says chip tool suppliers will speed deliveries to Texas Terafab
Elon Musk said ASML and other key chipmaking equipment suppliers will speed up shipments to the Terafab plant. Tesla and SpaceX are targeting volume chip output in Texas in the third or fourth quarter of 2028. The timeline is characterized as highly ambitious.
The report identifies ASML and other essential chipmaking-equipment vendors as suppliers that Elon Musk expects to speed deliveries to Terafab. The Texas site is tied to Tesla and SpaceX, which aim to reach large-scale chip production there in late 2028, specifically the third or fourth quarter.
That production target is characterized as very ambitious rather than assured. The material does not provide equipment types, plant capacity, or intermediate milestones.
If the faster deliveries and 2028 output target hold, the Texas project could affect semiconductor supply chains and local employment by raising demand for equipment, construction, and technical workers. Nearby communities may see economic activity, while chip buyers could gain another production source. Because the timeline is very ambitious, these effects may arrive later or differ in scale; suppliers, workers, and downstream electronics firms could be most directly exposed.