Terafab gets a test chip window and a volume date
May or June is the window for the first test chip, and Q3 2028 is the early volume date, but the filing names no chip, node, or customer.
| Terafab | |
|---|---|
| first test chip | around May or June |
| machinery commissioning | first half of next year |
| volume production | Q3 2028 |
| volume production (subhead) | Q2 2028 |
The machinery comes online in the first half of next year, before the test chip and the volume window.
The filing also carries a Q2 2028 subhead, so the date is a statement rather than a measured milestone.
The constraint is the fab, not the design. Until a die is measured, Tesla cannot show that its own silicon can be made, let alone sold.
The document leaves out the chip name, node, power, price, and benchmark. It also omits whether the test chip is a test vehicle or a production part.
A buyer or foundry partner should treat the timeline as a commissioning schedule, not a product commitment.
The piece tracks a commissioning schedule for Terafab, noting that the test chip and volume dates are statements rather than measured milestones, and that no chip name, node, or customer is named.
After @SawyerMerritt. We did not report this. The pictures, if any, are theirs.
