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Terafab is a plan to build vertically integrated chip-manufacturing capacity in Austin, combining under one roof the design, fabrication, packaging, and testing of advanced semiconductors.
3. The market is not buying into the narrative of transitioning to the chip and computing power sector · At the 2025 shareholder meeting, Musk proposed the concept of a "Terafab" chip factory.
ASML has semiconductor giants such as Samsung and Intel (INTC) locked into lucrative agreements over the coming years – not just for ASML’s current EUV lithography technology, but also early access to its high-NA EUV machinery. Intel was the first company to receive a new ASML high-NA EUV scanner. And that should be put to good use, considering Intel’s recent deal with Elon Musk to join the SpaceX/Tesla/xAI Terafab project.
Elon Musk recently announced plans for a $25 billion Terafab chip factory. MarketWise has also reported that the upcoming SpaceX IPO may introduce tough terms for shareholders. This material may contain third-party opinions, none of the data ...
In response to Truist’s Will Stein, Musk said Tesla’s research fab is expected to be a “$3 billion-ish initiative,” capable of “a few thousand wafers per month,” aimed at trying new manufacturing ideas and validating production processes. He said SpaceX would handle the “initial phase” of a larger-scale “Terafab,” with additional details still being worked out and subject to governance review.
Unveiling the proposal recently ... so far”. The project aims to produce over one terawatt of compute per year, with roughly 80% to be deployed in orbital and space-based applications and 20% used terrestrially....
April 23 (Reuters) – Tesla chief Elon Musk said on Wednesday the electric vehicle maker plans to use Intel’s next-generation 14A manufacturing process to make chips at its Terafab project, an advanced artificial-intelligence chip complex Musk has envisioned in Texas. ... 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.
The Tesla CEO is compiling a team for his planned Terafab chip manufacturing operation
Tesla plans to use Intel's upcoming 14A process to develop chips at its Terafab artificial intelligence project in Austin, Texas, Tesla Chief Executive Elon Musk said during the company's Q1...
At the same time, Tesla and SpaceX chose Intel’s upcoming 14A manufacturing process for the Terafab AI chip project, giving Intel a high‑profile external foundry customer just as AI‑related data center demand pushed its Data Center and AI segment revenue higher year over year.
For practitioners, the practical consequence is a potential new source of advanced node capacity that could open alternative supply for AI accelerators, but with uncertainty on timelines and unit economics. Monitor concrete agreements between Intel and Musk entities (licensing terms, IP transfer, and capacity commitments), yield and qualification milestones for 14A, and funding or permitting signals that move Terafab from concept to large-scale construction.
During its Q1 2026 earnings call, Tesla CEO Elon Musk made it official that the TeraFab project was going to use 14A, Intel's much-discussed process technology, which is expected to be a game-changer for them in the Foundry business.
As Intel has discovered, making chips exclusively for yourself is great when your factories and chip designs are the best in the world. When they aren’t, competitors can use contract manufacturers like TSMC to make better ones. If Terafab chips are a couple of generations behind TSMC’s, Tesla might regret being tightly tied to its own factories.
At the earnings call, chairman C.C. Wei acknowledged that both Intel and Tesla remain TSMC customers, while also calling Intel a “formidable competitor” that should not be underestimated.
Intel Secures Teslas Terafab via 14A Process Intels foundry division gains major boost through AI chip partnership, reviving U.S. semiconductor ambitions
“We plan to utilize Intel’s 14A process, which is currently at the forefront of technology and, in fact, not yet fully finalized,” Musk stated. “However, considering that by the time Terafab reaches significant scale, 14A is likely to be quite mature or prepared for mainstream adoption, this appears to be a prudent decision.”
“We either build the Terafab or we don’t have the chips,” Musk had said during a presentation in Austin in March, adding that current global chip production would meet only a small fraction of his companies’ future needs. The only loser that I can see here is Samsung Foundry. Not long after Samsung and Tesla signed an 8 year $16.5B 2nm wafer agreement Elon Musk announces to the world that not enough 2nm chips can be made?
Elon stated that they (Tesla) are excited to use the Intel 14A process, calling it "State-of-the-Art". He also acknowledged that 14A isn't complete yet, which is him referring to the fact that 14A isn't viable for mass production at the moment, but by the time TeraFab scales up, the process technology will be in a much more mature state, and that's when TeraFab will be primed to use Intel's bleeding-edge tech to produce Tesla's latest custom silicon.
During Tesla’s recent earnings call, Elon Musk disclosed ambitious plans to develop AI chips using Intel’s forthcoming 14A process, which is still under development. He emphasized Intel’s enthusiasm for partnering with Tesla on this effort, despite the unfinished state of the 14A process. Musk detailed plans for Tesla’s ‘Terafab’ chip production initiative, designed to meet demand for the company’s own AI silicon.
On March 21, 2026, SpaceX announced the project to build Terafab, a joint project with Tesla and xAI, to build a large semiconductor fabrication project centering on the construction of a vertically integrated “mega-fab” designed to produce ...