00:00Elon Musk's TerraFab wants one million semiconductor wafers a month by 2032.
00:05Japanese equipment makers are already receiving orders,
00:08and many of them say the schedule is too aggressive to be realistic.
00:11Meanwhile, Nvidia's board has launched an investigation after its CEO admitted a
00:16relationship tied to a national security probe. And at Hanjin's former engineering affiliate,
00:20employees bought the company, doubled revenue in eight years, and turned it profitable.
00:25For a CEO, each of these stories is a board-level question.
00:29Let's look at a business story shaping corporate Korea.
00:32It's Tuesday, November 10th. Let's look at a business story shaping corporate Korea.
00:36Start with Musk's chip plan. Tesla and SpaceX are jointly pursuing TerraFab,
00:41a semiconductor complex in Austin, Texas, targeting annual compute chip supply of one terawatt.
00:47Nikkei reports that the company has begun placing orders with Japanese chip equipment suppliers,
00:52aiming for mass production in the second half of 2028. Traditional advanced fabs take more than
00:57three years from planning to production. Some suppliers have been given delivery dates only
01:02months away. Here's what the numbers show. TerraFab's target output is roughly 700,000
01:07memory wafers and more than 300,000 logic wafers per month, according to Nikkei sources.
01:13For comparison, Rapidus's Chitose plant in Hokkaido is planned at 25,000 wafers per month,
01:19while Samsung's DRAM capacity is estimated at 650,000 to 700,000 wafers per month.
01:24Analysts question whether an accelerated schedule of this scale can hold,
01:28and Texas midterm election results could also delay AI investment.
01:32So what does this mean for CEOs weighing supply chain and capacity decisions?
01:36Earlier, we said TerraFab's timeline cuts the usual three-year build period.
01:41Here's what that actually means for you. Capacity commitments made by Western suppliers now carry
01:46compressed delivery risk, and procurement teams should stress test their own contracts against it.
01:51Second, NVIDIA's leadership question is no longer hypothetical. The company says the scandal will
01:56not slow its growth, but Congress has summoned Jensen Huang to a closed hearing on November 18,
02:01one day after earnings. Third, the Hanjin Engineering buyout offers a template for succession.
02:08Employees pooled roughly 53 billion won, took majority control, and grew revenue from about
02:13199.6 billion won to 412.9 billion won. Boards facing succession gaps should be ready to evaluate
02:21that path alongside a sale or closure. That's today's AI Prism, CEO. This episode was produced
02:28with AI assistance based on Seoul Economic Daily reporting. AI Prism is a Juan IFRA award-winning
02:34series. We'll be back tomorrow.
02:35Third, the
02:37man
02:37Decide
