Hanmi Semiconductor Enters TerraFab Supply Chain

Hanmi Semiconductor, a South Korean semiconductor equipment manufacturer, recently announced that it has signed an equipment purchase order with TerraFab, the AI semiconductor manufacturing project led by Elon Musk, and will supply advanced packaging equipment for AI system-on-chip production. The two sides are also holding in-depth discussions on introducing thermal compression bonding (TC bonding) equipment required for high-bandwidth memory (HBM) production.

 

Hanmi.jpgTerraFab is not an ordinary wafer fab, but a giant AI semiconductor manufacturing base jointly planned by Tesla and SpaceX, located in Grimes County, Texas, USA. The project's total investment is expected to reach as high as US$119 billion, with US$16.8 billion already confirmed for the first phase. It is planned to cover more than 100 million square feet and target production around 2029. Unlike conventional foundry models, TerraFab integrates logic chips, memory, advanced packaging, and testing into the same campus, forming a vertical closed loop from wafer to finished product. The chips produced will be directly supplied to Tesla Optimus robots, Cybercab autonomous driving fleets, and SpaceX's space data centers.

 

In HBM and advanced packaging, thermal compression bonding is a key process that determines chip stacking precision and heat dissipation performance. Hanmi Semiconductor has previously successfully delivered its third-generation ultra-precision TC Bonder, "GRIFFIN," to leading global customers, with the capability to significantly improve HBM chip stacking productivity and precision. This entry into TerraFab's supply chain marks that Hanmi Semiconductor's equipment technology has gained recognition from a top global AI project.

 

Downstream in the industry chain, CONEVO Elec, as a professional integrated circuit component distributor, continues to provide global customers with genuine power management ICs, interface chips, and industrial-grade semiconductors from stock, helping customers' electronic projects with fast delivery and BOM supporting services. Today's hot-selling selections:

Model

Mfr

Type

Key Features

L78L05A

UMW

Linear regulator

5V fixed output, 100mA, SO-8, thermal shutdown and short-circuit protection, 49dB PSRR, 2mA quiescent current

ST1S06PUR

ST

Synchronous step-down converter

1.5A output, 2.7V–6V input, 1.5MHz switching frequency, DFN-6, efficiency >90%, suitable for HDDs and portable devices

TL494CDRG4

TI

PWM controller

16-SOIC, dual error amplifiers, adjustable dead time, 40V/200mA, suitable for AC/DC power supplies and inverters

DS90LT012AQMFE

National Semiconductor

LVDS receiver

Automotive-grade SOT-23-5, 400Mbps, 3V–3.6V supply, AEC-Q100 certified, suitable for high-speed video and automotive communications

 

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