SpaceX 正在迅速建设其 Terafab 工厂，目前正在进行混凝土浇筑并已下达设备订单。该项目有望在速度上与台积电的亚利桑那 Fab 21 P1 工厂建设相媲美甚至超越。这种快速发展预计将极大地惠及 ASML Holding、KLA Corporation、Amat 和 Lam 等供应商，尤其是在光刻和工艺控制方面，预计工具将于 2028 年年中进场，并于 2030 年年中投产。 AI
影响 加速国内半导体制造能力，可能影响人工智能硬件供应链。
排序理由 该集群详细介绍了 SpaceX 正在快速建设一个主要的半导体制造工厂，包括时间表和对关键设备供应商的预期收益。
AI 生成摘要 · Google Gemini · 来自 9 个来源。 我们如何撰写摘要 →
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ASML, KLA, AMAT and Lam benefit most. (4/5)
Litho and process control take a higher share of Terafab's WFE than Intel 14A, as a 25k wspm module rounds up to whole scanners and a greenfield operator qualifying a transferred process samples more. (3/5)
We believe Terafab Grimes Phase 1 will be built as fast as, if not faster than, TSMC Arizona Fab 21 P1, the fastest US leading-edge fab so far. We expect tool move-in mid-2028 and volume production mid-2030. (2/5)
SpaceX is building Terafab at full speed. Program launched in March, equipment orders placed by April, and concrete is already being poured on site. (1/5)🧵 https://t.co/76JYLWVQly
Crucially, conventional bottom-emitting designs retain a thinned down GaAs substrate at the emitting layer. Since GaAs absorbs light with wavelength below 870 nm, designing an 850 nm is infeasible while keeping this substrate layer. Thus most bottom emitting designs were caged at
Backside-emitting VCSELs are another class of VCSELs where the emitting side is actually the substrate and not the epitaxial layer. Here, the n-DBR mirror has slightly lower reflectivity to let light exit. In this design, the p-contact can cover the whole area, leading to lower h…
Conventional datacom microVCSELs are top-emitting, with an emission wavelength at 850 nm, suitable for multimode fibers. Lumentum and Coherent primarily lead in top emitting VCSELs. Light leaves through the p-DBR and it intentionally has less reflectivity to let light exit https:…
Micro VCSELs are currently in serious contention for scale-up interconnects. A Vertical Cavity Surface Emitting Laser (VCSEL) always emits perpendicular to the wafer. The device consists of the substrate, and active region with many quantum wells (acting as the gain medium) and