SpaceX's new FOPLP factory and PCB factory yield rates are reportedly below expectations, potentially benefiting companies such as Innolux and STMicroelectronics.

Glonghui, April 10 | According to Taiwan's DigiTimes, due to the inability to secure enough chips, Elon Musk recently announced the establishment of Terafab in Austin, Texas, which will be jointly used by Tesla, SpaceX, and xAI. However, according to semiconductor industry sources, SpaceX's new Fan-Out Panel Level Packaging (FOPLP) plant has largely completed equipment installation, but the yield rate is lower than expected, and mass production has been delayed until mid-2027. In addition, the PCB plant relocated to Texas has insufficient capacity and a yield rate of less than 60%, leading the market to estimate that supply chain companies including Innolux, STMicroelectronics, Unimicron, and Zhen Ding Technology will continue to benefit from the release of SpaceX orders.