# HPSP Agrees to Supply Tesla and SpaceX's Terafab Research Line

By Simon Yoon

Canonical URL: https://www.tokenpost.com/news/technology/35673
Published: 2026-10-20T13:04:51.000Z
Updated: 2026-10-20T13:04:51.000Z
Section: Technology

> The companies are in talks with about 10 South Korean suppliers, more than half of which have signed nondisclosure agreements.

HPSP has agreed to supply one high-pressure hydrogen annealing system for Tesla and SpaceX's planned Terafab research line, the sole identified equipment commitment as the companies broaden talks with South Korean suppliers.

About 10 suppliers are involved, and more than half have signed nondisclosure agreements. The discussions cover process materials, piping parts, environmental systems and chip-testing components for the proposed Texas chipmaking project.

Tesla and SpaceX representatives visited about 10 South Korean company booths at SEMICON West on Oct. 13, the show's opening day. The San Francisco exhibition ran Oct. 13-15. The supplier discussions are at different stages, from initial product reviews to exchanges of samples and design information.

Hanmi Semiconductor is discussing bonding equipment, while Unisem has signed a nondisclosure agreement for talks on environmental systems. ISC has moved to exchanging samples and design information for chip-testing sockets. BMT has been discussing valves and other fluid-handling parts.

Comico, a Mico subsidiary, has signed a three-party nondisclosure agreement to discuss cleaning services for the Texas pilot line. Dongjin Semichem is evaluating materials supply for a Texas thinner plant. ENF Technology, Asflo and G&G Intech had initial discussions at the trade show about process materials, piping and valves, and wastewater recycling equipment, respectively.

Those discussions have not produced another identified equipment commitment. HPSP's agreement covers one system for a research line, rather than an order for the larger production facility.

Terafab's first phase in Grimes County involves about $16.8 billion in investment and is expected to create at least 3,000 jobs. The initial production facility is projected to process about 100,000 wafers a month and be completed before 2030. A longer-term target calls for 1 million wafers a month within 10 years.

Tesla is also building a research fab at its Gigafactory Texas campus in Austin. The chipmaking effort is intended to serve Tesla's self-driving and robotics systems, as well as SpaceX satellites and planned space data centers.