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Tesla and SpaceX discuss Terafab supply chain with Korean firms

According to The Elec, Tesla and SpaceX are in talks with Korean semiconductor, component and equipment suppliers to establish a supply chain for the Terafab factory. Terafab visited about 10 Korean companies’ booths at an industry exhibition in San Francisco. Several Korean firms have signed nondisclosure agreements with Terafab and are discussing specific products to supply.

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Tesla and SpaceX discuss Terafab supply chain with Korean firms
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What to know

  • 01

    Terafab visited roughly 10 Korean companies’ booths at SEMICON West 2026.

  • 02

    The report identifies HPSP and Hanmi Semiconductor as the only Korean semiconductor equipment suppliers publicly linked to Terafab so far.

Why it matters

These discussions relate to Tesla and SpaceX’s preparations to establish a supply chain for the Terafab factory.

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