Tesla's Terra Fab initial capacity 100,000 wafers, scaling to 1 million per month

Tesla's Terra Fab initial capacity 100,000 wafers, scaling to 1 million per month | his initial capacity is 100,000 wafers... Heading to a million uh wafers uh per per month. Uh roughly equivalent to 70% of TSMC's annual global output.

his initial capacity is 100,000 wafers... Heading to a million uh wafers uh per per month. Uh roughly equivalent to 70% of TSMC's annual global output.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "100K initial to 1M wafers/month (70% of TSMC annual output)",
  "url": "https://www.youtube.com/watch?v=uOGHXAfvK8w",
  "mode": "CITED_PREDICTION",
  "role": "Host",
  "caveats": "Based on Tesla's announcement",
  "context": "his initial capacity is 100,000 wafers... Heading to a million uh wafers uh per per month. Uh roughly equivalent to 70% of TSMC's annual global output.",
  "verbatim": "his initial capacity is 100,000 wafers... Heading to a million uh wafers uh per per month. Uh roughly equivalent to 70% of TSMC's annual global output.",
  "conv_cues": "heading to",
  "direction": "NUMERIC_TARGET",
  "timeframe": "Future (Tesla announced)",
  "conv_level": "MEDIUM",
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      "ordinal": -3,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://teslahubs.com/blogs/tips/everything-tesla-announced-during-its-q1-2026-earnings-call-summary-recap",
      "expected_date": "2026-09-30",
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      "expected_date_range": {
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      "source_url": "https://medium.com/@noahbean3396/tesla-is-building-t
... (truncated)