All 3500 headlines in chronological order — Page 46
Musk says Tesla will "soon" reveal where it will build the Terafab, the company's massive, vertically integrated semiconductor project that it's building in collaboration with SpaceX and Intel.
Texas Instruments offers the cleanest exposure at a premium price, backed by an already-built U.S. fab base, $6.53 billion in TTM free cash flow, and quarterly CHIPS Act inflows. Intel is the highest-risk, highest-conviction play. A U.S. government equity stake, NVIDIA’s investment, the Terafab consortium with SpaceX, xAI, and Tesla, and the 18A ramp are all converging inside the same 12-month window.
Both Intel and Samsung are making progress chipping away at TMSC's lead. Intel and its Intel 14A process node are involved in Elon Musk's Terafab project, and the Wall Street Journal reported in May that Apple reached a preliminary deal to use Intel for manufacturing some chips.
The two companies already work together on a lot, including the integration of SpaceXAI’s Grok chatbot into Tesla’s vehicles and a giant join-venture chip factory in Texas called the Terafab.
The site of the demolished Gibbons Creek Power Plant in Grimes County, about 15 miles east of College Station, is seen on June 7. The site and surrounding area are the approximate location of the proposed SpaceX Terafab semiconductor chip manufacturing plant.Jay Janner/Austin American-Statesman
To address long-standing chip supply ... semiconductor production initiative called "Terafab," aiming to manufacture computing and memory chips at an unprecedented scale....
When asked whether there could be synergies from merging the two companies, Elon Musk responded, "Well, as you can see, SpaceX and Tesla are collaborating in various ways across multiple areas, and in that process, more and more aspects are overlapping. In particular, Terafab will become a truly massive project." Musk then paused briefly before adding, "Of course, we cannot discuss company mergers during a call like this; it must go through proper procedures," thereby hinting
Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck Electric Vehicles ... With SpaceX's first public earnings report approaching, investors are looking for fresh insight into the company's operations and future satellite deployment plans, viewing the results as an important barometer for the global satellite communications market.
Tesla already supplies batteries and manufacturing technologies for some SpaceX projects, while the companies are jointly developing Terafab, a semiconductor manufacturing facility designed to produce AI chips.
Tesla's AI5 chip "will initially go into Optimus," ahead of the cars. And Musk said Tesla expects "to announce a location soon" for its Terafab chip plant, "without which we will be constrained in our ability to scale Optimus production, because we simply won't have enough AI chips."
The site of the demolished Gibbons Creek Power Plant in Grimes County, about 15 miles east of College Station, is seen on June 7. The site and surrounding area are the approximate location of the proposed SpaceX Terafab semiconductor chip manufacturing plant. (Jay Janner/Austin American-Statesman)
TeraFab, a proposed AI chip manufacturing venture between Tesla, SpaceX and xAI, which is now a SpaceX subsidiary.
Musk did, however, mention possible ... intelligence efforts. SpaceX and Telsa already formed a joint venture in March, a factory in Austin called Terafab to fabricate microchips....
Musk did, however, mention possible ... on artificial intelligence efforts. SpaceX and Telsa already formed a joint venture in March, a factory in Austin called Terafab to fabricate microchips....
Wed, July 22, 2026 at 6:32 p.m. EDT · Elon Musk explains that Tesla's (TSLA) new Terafab development facility in Austin will bring lithography, logic, memory, packaging, and testing under one roof to accelerate AI chip development necessary ...
The closer you look, the more amazed you are. Optimus will have that capability. It will have human and then superhuman dexterity. It's really going to be quite something. Let's see, Terafab. The Terafab, we expect to announce a location soon, and provide more details about our plans in that regard.
The closer you look, the more amazed you are. Optimus will have that capability. It will have human and then superhuman dexterity. It's really going to be quite something. Let's see, Terafab. The Terafab, we expect to announce a location soon, and provide more details about our plans in that regard.
SpaceX, xAI, and Tesla are collaborating on the Terafab facility in Texas to mass-produce AI chips, while SpaceX is also constructing an 11-million-square-foot Gigafactory in Texas for end-to-end production of AI satellites.
That same month, the chipmaker also revealed it had joined Elon Musk's 'TeraFab' project, with the SpaceXAI set to use Intel’s 14A chip manufacturing process at the fab.
According to background research, the current construction activity is taking place on the North Campus of Giga Texas in Austin, which is designated for initial prototype fab operations. The full-scale Terafab manufacturing complex is separately planned for Grimes County, Texas, near the Gibbons Creek Reservoir.