Then there’s Terafab, the chip manufacturing initiative bringing together SpaceX, Tesla, and Intel. Intel is contributing logic and memory chip design, fabrication, and advanced packaging toward a vertically integrated closed-loop plant, with ...
This massive run was driven by a first-quarter earnings blowout, a manufacturing deal with Apple, and Elon Musk's Austin Terafab's decision to choose Intel's advanced chips. Related: Uber cuts jobs while chasing major new markets
Tesla has hired a 17-year Intel manufacturing veteran, Gary Jiang, to serve as “Director, Terafab,” the first named leadership hire tied to the automaker’s ambitious Austin chip fab project.
SpaceX targets AI chip independence with US$119 billion Texas Terafab · SpaceX seeks approval for a vast orbital data center in space · SpaceX weighs merger with Tesla or xAI ahead of planned IPO · OpenAI CEO's Korea visit leads to memory supply pact and AI data center plan ·
Tesla taps Intel 18A veteran to lead Terafab chip project in Texas Semiconductors · 6min ago · Home Tech Semiconductors · Siu Han, Taipei Jun 29, 2026, 09:54 0 · Winbond Electronics president James Chen. Credit: DIGITIMES · AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers are securing supply earlier, making availability increasingly critical to product launches, says Winbond Electronics...
Terafab is planned for the Giga Texas North Campus in Austin, with an initial investment of around $55 billion and a total projected spend of $119 billion across all phases, per Wikipedia: Terafab.
Terafab Project: Four Words, Seven Days, and What Musk Might Actually Be Building On Saturday, March 14th, Elon Musk posted five words to X: “Terafab Project launches in 7 days.” No thread. No context. No explainer post.
The third pillar is Terafab, a chip foundry planned for Austin, Texas, originally launched as a joint venture between Tesla, SpaceX, and xAI in March 2026, with Intel joining in April 2026 as the chip manufacturing partner.
SpaceX and Tesla unveiled plans for the $55 billion Terafab foundry initiative, while AMD announced more than $10 billion in investments across Taiwan's semiconductor ecosystem. Broadcom, Apollo, and Blackstone also launched a new AI compute platform targeting more than 20 gigawatts of capacity through 2028. Governments are increasing support as well. The European Union adopted its Chips Act ...
A joint $20 to $25 billion semiconductor fabrication venture called Terafab, announced in 2025 by Tesla, SpaceX, and xAI, to be built on a North Campus expansion of the Gigafactory site, with an initial 2-million-square-foot R&D facility and ...
Around the same time, Intel joined the Terafab project as a strategic partner alongside Space Exploration Technologies and Tesla, contributing design, fabrication, and advanced packaging capabilities.
Based on what the search results showed, here's what's confirmed or reported so far: Confirmed / Publicly Announced: Microsoft — Azure AI tile on 18A (announced Feb 2024); reportedly evaluating 14A Amazon (AWS) — Custom ASIC on 18A (Sept 2024); expected to follow to 14A Apple — Preliminary deal for 18A; reportedly evaluating 14A for future M-series chips Tesla / SpaceX / xAI (Terafab) — Partnered April 2026; Intel's 14A is the target node for Terafab's AI chip ambitions Googl
In tandem with this, Intel has integrated into the Terafab initiative as a strategic collaborator, joining forces with Space Exploration Technologies and Tesla. This partnership is focused on design, fabrication, and advanced packaging capabilities, with Intel positioned as a pivotal manufacturing ally.
Partially to address this concern, Musk earlier announced the Tesla Terafab joint project with SpaceX and Intel, a multibillion-dollar initiative to build out a chip production facility "combining logic, memory and advanced packaging under one roof."
Its reusable rocket business gives ... solid but not worth getting overly excited about. Meanwhile, Nvidia's CEO was very skeptical of SpaceX's Terafab initiative....
Most notably, Tesla’s profitability may remain under pressure this year because of the ongoing investments in AI. The company recently warned that it will not achieve a positive free cash flow this year because of its Terafab project in Texas.
SpaceX semiconductor facility in Grimes County could bring 2,000 jobs, $1 billion in annual payroll · Potential Terafab could create thousands of jobs, retain young talent in Brazos Valley