马斯克称 Terafab 项目进展顺利

强烈信号 🚨 Terafab 正以闪电般的速度推进，因为工程师们本身就拥有决策权 🔥 据韩国媒体 The Elec 报道，一位韩国供应商高管表示，即使是在美国凌晨时段发出的问题，也能在 30 分钟到 1 小时内得到回复。在他看来，与 Terafab 合作与跟传统半导体客户打交道完全不同。 一位海外设备厂商的高管说得更直接：“我在半导体行业从未见过这样的执行速度。” 建设一座晶圆厂涉及无数这类问题，涵盖其中的每一台设备和每一种材料。当每一个问题都能得到快速答复时，节省下来的时间会不断累积，而这甚至可能在第一片晶圆被加工之前，就转化为显著的先发优势。 芯片行业花了几十年时间完善晶圆厂应该如何运转。而 Terafab 是由这样一群工程师建造的：他们会在美国还没醒来时就回复供应商的问题，并被信任可以当场做出决定，而这或许将成为所有流程变革中最具颠覆性的一次。

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STRONG SIGNAL 🚨 Terafab is moving forward at lightning speed because the engineers themselves have the authority to make decisions 🔥 According to Korea’s The Elec, a Korean supplier executive said that even questions sent during the early morning hours in the US get answered within 30 minutes to an hour. In his view, working with Terafab is completely different from dealing with conventional semiconductor customers. An executive at an overseas equipment maker went even further: “I’ve never seen this level of execution speed in the semiconductor industry.” Building a fab involves countless questions like these, across every tool and material that goes into it. When each one gets a fast answer, the time saved keeps compounding, and that could add up to a serious head start before a single wafer is even processed. The chip industry spent decades perfecting how a fab should run. Terafab is being built by engineers who answer a supplier’s question before the US is even awake and are trusted to decide on the spot, and that may turn out to be the most disruptive process change of all.