r/stocks on Reddit: Another ADBE post so prove me wrong
Intel benefited from having a large fab plant, doing a deal with musk to build a terafab and doing deals with apple, Google, marvell and meditek
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Goldman Sachs Says SpaceX Could Hit $474 Billion in Revenue by 2030. Here Are the 3 AI Stocks That Benefit Most. | The Motley Fool
SpaceX's AI1 satellite, which will ... is building a chip manufacturing facility called Terafab, but it will likely still use Nvidia's chips for various projects and capacities for the foreseeable future....
Tesla & SpaceX Terafab Chip Plant Rising at Giga Texas
Known internally as Terafab, the facility is designed to manufacture advanced chips for everything from Full Self-Driving and Cybercab robotaxis to radiation-hardened processors destined for orbital satellites — all under one Texas roof.
The Secret Behind Elon Musk’s Insane Success
Terafab doesn’t need to ship a single chip to change anything about the current negotiation.
ASML CEO Warns Europe is 'Quite Behind' in AI Race as US Buys 80% of Advanced Chips
The Terafab project was announced by Musk earlier this year as part of his efforts to procure chips for Tesla's edge computing and robotics operations. As part of the announcement, the now-trillionaire outlined that current chip production on ...
Hope grows for Korean firms to join supply chains of Elon Musk empire - The Korea Times
The facility is expected to supply chips needed for computing infrastructure supporting SpaceX operations, Tesla's autonomous driving and robotics technologies and xAI data centers. Industry officials expect HPSP's pilot equipment supply may lead to full-scale orders, as the company has long been supplying equipment for Intel, and Terafab is known to follow Intel's manufacturing model.
Tesla's $25 Billion Capex Plan Is No Longer About Cars. Here's Why Tesla Could Be the Most Undervalued AI and Robotics Stock of 2026. | The Motley Fool
On top of this, Tesla is part of the Terafab joint venture with SpaceX to build a massive semiconductor facility that will produce chips for both companies, a move that some think could foreshadow a Tesla/SpaceX merger.
SanDisk Corporation Stock (SNDK) Moved Up by 10.48% on Jun 18: Drivers Behind the Movement
Financial institutions, including Bank of America Securities and Cantor Fitzgerald, have raised their price projections, citing stronger pricing trends, a favorable mix shift toward high-margin data center customers, and an outlook that suggests the industry's structural uptrend is still in its early stages. Furthermore, market reports identifying SanDisk as a key infrastructure partner for major tech endeavors, such as SpaceX's xAI and Terafab expansion projects, have amplified specul
Trump says Apple will partner with Intel for US semiconductor
Last year, Trump’s team turned $8.9 billion of CHIPS Act grants into a 10% stake in Intel, plus promised more money to expand U.S factories. On Truth Social, Trump celebrated this, bragging that Intel’s market value soared from about $100 billion to $600 billion in just nine months—boosting the government’s investment big time. He also talked up other deals the government helped secure for Intel, including one with Nvidia and a new project with Elon Musk called “Terafab.”
Former SK hynix CEO Joins Intel as Global Tech Giants Court Korean Talent - Seoul Economic Daily
After Tesla CEO Elon Musk publicly began recruiting domestic semiconductor design engineers in February this year, the company last month also began hiring senior process engineers for its "Terafab" project, on condition of working in Seoul. "It appears they are targeting talent from Samsung Electronics and SK hynix, which hold a large pool of memory, foundry, and packaging personnel," an industry official said.
Intel Shares Soar 440% in 10 Months as Big Tech Partners Line Up - Seoul Economic Daily
Earlier, Nvidia invested $5 billion in Intel last September, and TeraFab, which includes Tesla and SpaceX, is targeting mass production in 2029 using Intel's 14A process. Just before the Trump administration's equity investment, Japan's SoftBank also invested $2 billion to become one of Intel's top 10 shareholders.
Intel Apple Partnership 2026: Bold U.S. Chip Design Deal Explained
Intel’s foundry unit, which initially only developed chips for Intel internally, has now secured various orders, including one from Nvidia and another one, a “Terafab” project, described as a grand chip factory that would be built using Intel’s technology. This expansion follows the broader Intel Apple momentum around U.S. chip design and manufacturing.
Techmeme
Dan Nystedt / @dnystedt: President Trump on Truth Social: -Apple now working with Intel to design and build its chips in the US. -Nvidia also working with Intel -Elon Musk's TeraFab designed with Intel, using Intel tech.
NVIDIA CEO Jensen Huang on AI Stock Dips: “Everybody Should Be Very Excited to Buy Stock at a Cheaper Price" — These Stocks are on My Radar After a Worrisome Wednesday - 24/7 Wall St.
Don't look for Jensen Huang to panic after any dip in AI stocks or the market. More investors should view such declines as chances to buy stock for cheap. Nvidia trades at 31x trailing P/E with $1 trillion revenue in its sights as Vera Rubin targets the agentic AI era. Taiwan Semiconductor, the 'Nvidia of the foundry,' trades at 37x P/E and faces no meaningful near-term competition despite Terafab ...
Tesla (TSLA) Stock: Oppenheimer Projects $29.4B Capex — 25% Above Wall Street Consensus - Blockonomi
Cortex represents Tesla’s massive AI training supercomputer network. Terafab denotes Tesla’s ambitions for ultra-high-speed production facilities.
A district decision SpaceX Terafab project may hinge on outcome of tax break requests to local school district
Not a done deal yet: SpaceX Terafab project may hinge on outcome of tax break requests to Iola and Anderson-Shiro school districts
Intel gains 10% after Trump says company will partner with Apple on U.S. chip design
The Terafab project is the first major outside commitment for Intel's capital-intensive foundry business, which had only manufactured chips for its own products.
Korean chip equipment makers move into Musk’s Terafab ecosystem - 매일경제 영문뉴스 펄스(Pulse)
Terafab is a massive semiconductor project aimed at building an AI chip supply chain for Musk‘s future businesses, including xAI LLC, Space Exploration Technologies Corp.
Trump Says Apple to Buy Computer Chips from Intel - The New York Times
It later worked with Elon Musk, the president said, to negotiate a deal with Intel to use its technology to run a chip manufacturing plant called Terafab, which Mr. Musk is developing. Finally, Mr. Trump said in his post, “Apple has agreed to work with Intel to design and build its Chips in America.”
Chen Liwu: Intel's goal is "10x in 5-10 years", betting on advanced packaging, glass substrates, and artificial diamonds | Bitget News
Host: The simplest argument against Terafab and Intel foundry competitiveness concerns labor costs and domestic manufacturing viability. What logic drove you to double down on foundry?