---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41184523.md"
description: "Musk's Terafab has a clear plan to produce memory chips, including DRAM, high-bandwidth memory (HBM), etc., for AI training/inference, the Optimus humanoid robot, FSD autonomous driving, space data centers, and more. • Target annual production: 100 to 200 billion customized AI and memory chips.• Currently, Musk's companies primarily rely on external suppliers (such as Samsung, SK Hynix, Micron) for DRAM/HBM, but Terafab is being built to achieve self-sufficiency, especially in response to the explosive demand for high-performance memory in the AI era."
datetime: "2026-05-27T19:09:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41184523.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41184523.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41184523.md)
author: "[sniper13](https://longbridge.com/en/profiles/19774792.md)"
---

# Musk's Terafab has a clear plan to produce memory …


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## Comments (5)

- **勝利的雅典娜 · 2026-05-27T22:20:16.000Z**: If it were really that easy, others would have increased production long ago! onL9
- **limit · 2026-05-27T19:22:22.000Z · 👍 2**: Is Musk going to create another SK Hynix? Talking big without any preparation. The chip factory you mentioned, all the manufacturing is handled by Samsung and TSMC. What about the technology? What about the timeline? What about the funding? Relying on a $20 billion annual investment? Just spouting n
  - **sniper13** (2026-05-27T20:04:34.000Z): You're about to start your own chip factory, yet you still want to do foundry work for others? If you can't figure out the situation and just judge based on your own position, you'll be crying one day
  - **limit** (2026-05-27T20:21:36.000Z): Don't tell me that with just $20 billion in spending, you can reach TSMC and Samsung's mass production level within 5 years. You really don't understand.
- **Levent · 2026-05-27T19:15:57.000Z**: Hold Tesla steady and firm