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$TSLA has started contacting major semiconductor equipment suppliers for pricing and delivery estimates
$AMAT, Tokyo Electron(8035.T), $LRCX, and Samsung Electronics(005930.KS) have reportedly been approached, with discussions covering tools such as photomasks, etchers, deposition equipment, cleaning systems, and testing devices
Suppliers were apparently asked to respond quickly even though technical specifications remain limited, which suggests the project is still being defined
$INTC is also reportedly involved in the broader Terafab initiative, which is aimed at supporting advanced chip production for AI, robotics, and data center use. The target appears to be long-term manufacturing capacity, with early production timelines being discussed for the end of the decade