Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking

Elon Musk said last month that he plans to rely on Intel’s future 14A chip node at his $119 billion Terafab planned for Austin, Texas, which is meant to make chips for Tesla, SpaceX and SpaceXAI. Intel CEO Lip-Bu Tan said in February that 14A will be in volume production in 2029. Intel already has major customers — such as Amazon and Cisco — for the advanced packaging side of its chipmaking business, in which individual chip dies and memory are bonded together to make things like a graphics proc

SpaceX - Wikipedia

On March 21, 2026, SpaceX announced the project to build Terafab, a joint project with Tesla and SpaceXAI, to build a large semiconductor fabrication project centering on the construction of a vertically integrated "mega-fab" designed to produce ...

Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset

Nvidia and AMD deepens Taiwan-US strategic economic ties Tomorrow's Headlines · May 5, 17:30 · Home Tech Semiconductors · Jack Wu, DIGITIMES Asia, Taipei May 4, 2026, 11:47 0 · Credit: AFP · Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026: TeraFab is already changing the semiconductor landscape — before a single chip is made ·

Elon Musk Advances Terafab Plan Targeting $13 Trillion Chip Investment

The outreach has already had some impact on markets, with Tokyo Electron (TOELY) shares rising 5.3% in Tokyo and other equipment makers such as Applied Materials and Lam Research seeing gains of more than 2% in pre-market trading.

Gigafactory AI: Elon Musk's Terafab Project

In this context, the development of new industrial capacity must be accompanied by careful consideration of energy efficiency and environmental impact. Innovations in chip design can help reduce energy consumption, but these gains must be viewed in the context of the overall increase in demand. These issues are at the heart of the debate on sustainable AI, which aims to balance technological performance with environmental responsibility. With the Terafab project, Elon Musk isn’t just investing i

Intel poaches Samsung manufacturing executive - oregonlive.com

Earlier this month, Intel announced it will play an unspecified role in Elon Musk’s “Terafab” project, helping the billionaire develop chips for artificial intelligence, spaceflight, self-driving cars and robots.

Daily: Terafab talks to chip equipment makers, Samsung

Tesla/SpaceX’s Terafab project to build a massive chip foundry on US soil is gathering steam as people involved with the project reach out to chip equipment manufacturers like Applied Materials, Tokyo Electron, and Lam Research. Alongside Intel, which has already agreed to a partnership with Terafab, the project has also reached out to Samsung.

Analysis: Tesla's chip ambitions drive a wedge between Samsung and Intel

After Samsung's refusal, Elon Musk turned to Intel, which has taken a markedly different approach. According to the Seoul Economic Daily, Intel is actively participating in the Terafab plan and recruiting talent with Samsung-related expertise — a move observers read as an effort to rebuild its technical credibility through a high-profile partnership.

Samsung has just quietly dropped a stark prediction about technology in 2027

And it looks like things might only be set to get worse as Samsung recently suggested that this gap between supply and demand could grow even wider by 2027. If accurate, this will have a knock-on effect on consumers as prices could increase for tech products. One person who believes he could have the answer to the problem is Elon Musk, who plans to develop a $20 billion chip manufacturing plant. The billionaire recently announced a new project known as ‘TeraFab...