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.












