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trendforce.com Published Added

News | TrendForce

According to Wccftech, Gary Jiang is Tesla's first major hire for the initiative. Jiang announced the move on his LinkedIn profile, where he lists his new role as Director, Tera Fab, a position he assumed in June 2026 and...

hostdir.net Published Added

Etched Raises $800M for Inference Chip; Oxmiq Gets $35M | HostDir

In a separate development, AI startup ... Samsung Catalyst Fund and Fudomo. The company aims to combine GPUs, CPUs, and a tensor engine into a single block of intellectual property that it can license to other chipmakers. Meanwhile, Tesla has hired a 17 year Intel veteran responsible for overseeing billion dollar fab startups. Gary Jiang, who most recently managed the installation of advanced tools at Intel's Arizona 14A fab, is expected to oversee Tesla's fab efforts for Terafab'

fool.com Published Added

It Took Tesla 10 Years to Perform Its First Stock Split. Here's Why a SpaceX Stock Split Could Come Much Sooner. | The Motley Fool

From there, Elon Musk wants to increase the computing power of SpaceX's AI satellite constellation by an order of magnitude per year, which is 10 times -- meaning going from 1 gigawatt (GW) in 2027 to 10 GW in 2028, to 100 GW in 2029, to 1,000 GW (1 terawatt) by the end of 2030 -- assuming that the Terafab plant SpaceX is constructing in partnership with Tesla and Intel can produce the chips that its plan requires in sufficient quantity.

driveteslacanada.ca Published Added

Tesla hires Intel veteran Gary Jiang to lead Terafab chip factory project in Texas

Jiang was involved in several of ... fab construction and tool installation, and preparations for high-volume production. Earlier positions included management roles across Intel’s 14nm and 22nm manufacturing operations, according to his LinkedIn profile. The addition of Jiang represents the first major leadership appointment to emerge publicly for Terafab, the massive semiconductor manufacturing effort unveiled earlier this year by Tesla, SpaceX, and xAI...

digitimes.com Published Added

Tesla taps Intel 18A veteran to lead Terafab chip project in Texas

Tesla has hired Gary Jiang, a nearly 18-year Intel manufacturing veteran, as director of its Terafab chip project in Texas, marking the first publicly identified senior leadership appointment tied to Elon Musk's ambitious semiconductor manufacturing plan.

trendforce.com Published Added

[News] Musk’s TeraFab Lands First Major Hire as 18-Year Intel Veteran With 18A Experience Joins as Director

Electrek notes that hiring an Intel 18A factory manager as Director of Terafab marks a meaningful step in building Tesla’s semiconductor manufacturing expertise. However, the report cautions that a single leadership hire cannot replace the decades of experience and institutional knowledge required to operate a leading-edge fab, and that the greater challenge will be successfully executing the project and achieving high production yields.

investmentcase.substack.com Published Added

TSMC: A Near-Monopoly on the Node That Matters

The same export-control mechanism that caps SMIC also protects TSMC’s leading-edge share, and SMIC erodes only China-market mature-node demand (China is already down to 9% of revenue). Customer in-housing of design (Google TPU, AWS Trainium, Microsoft Maia) actually helps TSMC by diversifying its base, since all of it still fabs at TSMC. In-housing of manufacturing (Tesla “Terafab”) is years away and capital-prohibitive.

hardwarecooking.fr Published Added

Terafab : la méga-usine à puces d’Elon Musk recrute un vétéran d’Intel pour piloter un investissement pouvant atteindre 119 milliards de dollars

Le projet Terafab, porté par Elon Musk afin de sécuriser la production de puces destinées à ses activités dans l’intelligence artificielle, la robotique et l’aérospatial, franchit une nouvelle étape importante. Tesla et SpaceX viennent en effet de s’attacher les services d’un cadre expérimenté d’Intel pour superviser ce qui pourrait devenir l’un des plus ambitieux projets […]

aroged.com Published Added

Tesla lured Intel veteran to head giant Terafab chip plant - Aroged

Judging by his resume, he has experience in organizing mass production of chips literally from scratch. Tesla, as one of the participants in the joint venture, began actively hiring personnel for Terafab last month. The project itself to build a giant plant for producing chips was announced by Tesla and SpaceX in March.