Elon Musk’s TeraFab is looking to South Korea for production line machinery because Taiwan firms are too busy with TSMC’s massive expansion, Taiwan media surmise, noting reports say Tesla and SpaceX are in talks with 10 South Korean semiconductor equipment and materials suppliers. (Note: Taiwan suppliers really are busy with TSMC! Another reason to tap South Korean vendors is their deep expertise in memory chip manufacturing – perhaps an indication TeraFab will focus on memory first.) $SPCX $TSLA $TSM #semiconductors https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?CnlID=1&Cat=40&id=0000772275_9OE368B36J5Y856BGSHJA