In a CNBC “Squawk Box” interview on Thursday, Isaacson pointed to the companies’ existing collaboration on Terafab — the massive joint semiconductor fabrication plant under construction in Austin — as evidence of deepening ties that he expects to grow.
"Today is about how quickly we ... companies in a project to make chips for AI, robotics and data centers in space. Terafab, a manufacturing facility based near Austin, Texas, will ......
Gigafactory Texas will be the site of at least a portion of that spending. Tesla has said it will begin its so-called Terafab project with a research fab on its campus east of Austin.
Tesla Inc. CEO Elon Musk, speaking at the company’s first-quarter 2026 earnings call on Sunday, said that the company plans to use Intel Corp's next-generation 14A manufacturing process for chips at Terafab, the advanced AI chip complex he has envisioned in Austin.
Tesla Inc. CEO Elon Musk, speaking at the company’s first-quarter 2026 earnings call on Sunday, said that the company plans to use Intel Corp's next-generation 14A manufacturing process for chips at Terafab, the advanced AI chip complex he has envisioned in Austin.
A major customer could be Elon Musk, though details remain murky. Intel announced earlier this month that it will be joining Musk's Terafab chip complex in Austin, Texas, to help "design, fabricate, and package ultra-high-performance chips at scale" for SpaceX, xAI and Tesla.
Tesla chief Elon Musk said on Wednesday ... process to make chips at its Terafab project, an advanced artificial-intelligence chip complex Musk has envisioned in Texas....
This shift is significantly increasing ... and advanced packaging offerings,” Intel CEO Lip-Bu Tan said in a statement. Read more here. ... Intel’s (INTC) has landed a major customer for its next-generation 14A chip process: Tesla (TSLA). The automaker’s CEO, Elon Musk, announced his company’s Terafab manufacturing ...
TSMC remains the industry leader in foundry, with a massive installed capacity, extensive customer base, and ecosystem. However, combining an advanced node, the use of High-NA EUV per Intel’s roadmaps, and Tesla as a potential client provides Intel with an argument it lacked before: not just promising, but starting to demonstrate real external demand.
Musk's SpaceX, its xAI unit and Tesla will build two advanced chip factories at a sprawling facility in Austin, one to be used in Tesla vehicles and Optimus humanoid robots, and another designed for AI data centers in space.
... Musk's SpaceX, its xAI unit and Tesla will build two advanced chip factories at a sprawling facility in Austin, one to be used in Tesla vehicles and Optimus humanoid robots, and another designed for AI data centers in space.
What's more, Musk plans for the Terafab to produce 2nm chips (the most advanced logic chips) at scale right out of the gate. Building the capabilities to produce the world's most advanced chips from scratch is a massive undertaking that will require significant engineering expertise and substantial capital expenditures. TSMC has spent years optimizing its 2nm process ...
TSMC’s CoWoS lags at 60% wafer utilization; Intel’s EMIB and Foveros hit 90%, enabling massive 120mm x 120mm packages with multiple HBM stacks. X user @shanaka86 highlighted this as Terafab’s real unlock, solving AI’s supply crunch for Musk’s stack—from Optimus to orbital data centers.
SpaceX’s potential move into ... the ambitious Terafab project, a planned chip manufacturing hub in Texas that aims to produce large volumes of advanced chips for AI training and inference....
Musk framed the choice as a natural fit given the project’s timeline, saying: “Given that by the time Terafab scales up, 14A will be probably fairly mature or ready for prime time, 14A seems like the right move, and we have a great relationship with Intel.” · Intel’s 14A node promises improved performance per watt compared to its 18A process, enabled by High-NA EUV lithography and other advanced manufacturing techniques, with Intel targeting risk production around 2028 and volume ramp in 2029 ro