All 3500 headlines in chronological order — Page 56
The company's larger ambition sits outside the chip itself. SpaceX, Musk's other property, filed plans in May for a $55 billion chip manufacturing plant in Texas called Terafab, Reuters reported.
RBC Capital Markets analyst Tom Narayan pointed out that the primary driver for SpaceX seeking a merger is "operational synergy," and consequently raised his Tesla price target from $475 to $500, implying approximately 22% upside from current levels. He specifically cited the Terafab chip initiative, SpaceX's reliance on Tesla's Megapack energy storage products, and collaboration in AI training as justifications for deeper integration.
Elon Musk’s reported Terafab project and Huawei’s Tau Scaling Law look, at first glance, like two versions of the same trend: the return of vertical integration in semiconductors. But the similarity is superficial.
Door deze stijging overschreed de waardering van SpaceX kortstondig die van Amazon en kwam deze in de buurt van 3 biljoen dollar, voordat er bezorgdheid ontstond over een obligatie-uitgifte, hoge uitgaven voor het Terafab-datacenter en het aanstaande verstrijken van de lock-up-periode voor insiders.
Shares debuted at $150 and climbed 50% to an all-time high of $225.64 on June 16. The surge briefly pushed SpaceX’s valuation past Amazon and near $3 trillion before concerns grew over a bond offering, heavy Terafab data center spending, and upcoming insider lockup expirations.
合并传闻尚未落地，但Terafab已让Tesla和SpaceX在芯片、人才和制造体系先合流。据外媒The Information报导，Elon Musk正在Tesla内部组建名为Terafab的半导体制造...
SpaceX filed documents for a “Terafab” semiconductor manufacturing and computing facility at Gibbons Creek Reservoir in Texas, with a... » read more ... Advanced nodes and capacity The US Commerce Dept. told IC equipment makers to stop shipments to Hua Hong Group, China's No. 2 chipmaker, in order to protect America's lead, according to Reuters. Global AI competition is causing wafer and packaging shortages, but capacity increases are expected to come online later this year and in 2027
Seit den Lieferengpässen der letzten Jahre ist klar: Chips sind nicht einfach ein weiteres Bauteil. Sie bestimmen, was ein Auto kann (Assistenz, Infotainment, Effizienz), wie schnell es gebaut werden kann (Verfügbarkeit) und wie flexibel sich Features über Software nachrüsten lassen. Mehr Kompetenz im Halbleiter-Umfeld kann dabei mehrere Ziele unterstützen: robustere Lieferketten, bessere Abstimmung von Hardware und Software sowie perspektivisch mehr Kontrolle über Design-Entscheidungen.
The few robots I’ve seen in action ... his companies to make that a reality. Tesla is developing the Optimus body and plans to manufacture the AI5 processor at its proposed Terafab facility....
The company lost nearly $4.9 billion in 2025, and capital expenditures hit $10 billion in the first quarter of 2026 alone — nearly one-third of its total spending last year — as it ramps up Starlink deployment, orbital data center development and Terafab construction.
Characteristic of the world's richest ... now building Terafab, a vertically integrated, multi-billion-dollar semiconductor manufacturing facility aimed at producing chips capable of delivering an unprecedented over 1 terawatt of AI compute capacity annually....
Elon Musk says his new Terafab chip plant in Austin aims to produce one terawatt of computing capacity yearly, addressing a critical AI chip shortage. ... A Texas woman is suing Tesla after her Cybertruck allegedly in self-driving mode crashed ...
According to the analysts, Tesla and SpaceX already share engineering talent, AI infrastructure and the massive Terafab chip facility in Texas. SpaceX has purchased Tesla Megapack batteries and Cybertrucks, while Tesla invested $2 billion into xAI, which now sits within SpaceX.
The Terafab project will include most of what SpaceX will need for its data centers, including chip design, wafer fabrication, and even memory processors.
SpaceX в этой схеме выглядит не менее важным клиентом, хотя объёмы её заказов несопоставимы с Apple. После заключения соглашения с Intel Илон Маск говорил, что связанное со SpaceX и Tesla совместное предприятие Terafab собирается использовать именно 14A.
In the best-case scenario, it could at least partially displace the trillions of dollars of investment going into terrestrial data centers. There are, however, significant challenges. SpaceX’s S-1 IPO filing warns the company currently cannot secure enough chips, which is partly why it is building Terafab, a chip fab run as a joint venture with Tesla and xAI.
Meanwhile, Tesla has ramped up its Terafab efforts following its partnership with Intel Corp. (INTC) announced earlier this month. The company is currently hiring for 9 positions in Taiwan, seeking candidates with more than 5 years of experience in advanced chipmaking processes. This includes candidates with experience in 7-nanometer and below fabrication processes, while one of the roles requires experience with advanced packaging flows.
Terafab at $300B applies semiconductor industry multiples if the facility operates as a merchant fab serving third parties beyond just Tesla and SpaceX. One number worth sitting with: the combined market caps of Tesla and SpaceX today already exceed even the bullish segment total here. The market is pricing in a layer of ambition above what any segment-by-segment framework can capture with current data.
In March, Tesla also joined the Terafab chip factory initiative, which aims to build a semiconductor manufacturing base with 1 terawatt of total AI computing power—equivalent to 50 times the entire world's current aggregate AI computing output.
Gwynne Shotwell, SpaceX’s president, recently acknowledged that a future merger “could make Elon’s life a little easier,” stopping short of ruling it out. The two companies already share engineering teams, AI infrastructure, and the Terafab chip plant in Texas. SpaceX buys Tesla Megapacks and Cybertrucks, while Tesla has invested $2 billion in xAI.