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Elon Musk, CEO of SpaceX,appeared at ASML's annual technology conference shortly before SpaceX's IPOto unveil thesemiconductor manufacturing project 'Terafab,' initially valued at $55 billion (potentially scaling up to $119 billion).explained.
The analysts said they viewed recent reports that Intel could soon strike a deal with Apple (AAPL), along with Intel's agreement to help supply Tesla (TSLA) and SpaceX's Terafab, as "supportive data points" for the business.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
Beyond computing power leasing, SpaceX is also expanding its ecosystem horizontally. The company is collaborating with Tesla and Intel to rapidly advance the 'Terafab' project, aiming to build a multi-layered commercial ecosystem spanning space, computing, and manufacturing.
On the night of March 21, 2026, Musk posted to X: “Formal announcement of the TERAFAB project, which will be done jointly by SpaceX and Tesla,…
Tesla's Terafab is a $25B bet on 2nm chip manufacturing targeting 100K wafer starts per month. If it works, Tesla cuts dependence on TSMC and Nvidia for AI hardware.
SpaceX has separately disclosed a longer-term 'Terafab' chip fabrication plan in rural Texas, with a projected investment of approximately $55 billion [9]. SpaceX's disclosed roadmap calls for two prototype AI1 satellites to launch in early 2027, followed by a production ramp targeting approximately 1 GW per year of orbital AI compute capacity by late 2027.
capacity and advanced artificial intelligence (AI) infrastructure. TERAFAB is designed to · consolidate the full semiconductor production lifecycle—including integrated circuit design, photomask generation, wafer fabrication, advanced packaging, and system-level integration,
Though Musk says that the AI satellites are simpler in architecture, that’s a lot to ask for a production facility that hasn’t been built yet. The company is also still building out its solar panel production facility. That’s before we get to Terafab, the company’s much-discussed chip foundry, which Musk sees feeding into the later stages of this product as the company tries to scale up to a terawatt of annual compute production.
· The satellites: Starlink. · The power: SpaceX is spinning up its own solar panels. · The chips: Musk is building a giant chip factory of his own called “Terafab.” · · The AI: SpaceX absorbed xAI and now owns Grok. That’s hard to compete with. Jeff Bezos is the closest competitor.
Specifically, Terafab will use Intel's next-generation fabrication technology, and the capital SpaceX raised in its IPO could be a major source of funding to get the Terafab project going.
While Terafab, the self-developed chip project between SpaceX and Tesla, is accelerating, as Jensen Huang noted, Elon Musk may have underestimated the barriers to entry in chip manufacturing; SpaceX will remain unable to move away from NVIDIA ...
Earlier this year, Intel announced it had partnered with SpaceX on Elon Musk's TeraFab initiative, a semiconductor manufacturing project that also includes Tesla and xAI.
Demand for xAI’s Grok chatbot has reportedly been weaker than hoped, adding to concerns about near-term revenue prospects. At the same time, Musk’s broader AI ambitions, including the proposed “Terafab” mega chipmaking project involving SpaceX, xAI, and Tesla, imply significant future capital needs.
Dan Ives at Wedbush wrote Thursday that he sees Tesla and SpaceX merging next year, and called it the “holy grail” for Musk’s AI play, Business Insider said. Tesla and SpaceX already cross over on some projects such as the Terafab chip, the report said, and Tesla’s earlier xAI investment turned into a SpaceX stake when SpaceX merged with xAI in February, according to Business Insider.
These satellites will be manufactured at SpaceX's Gigasat facility in Texas. Perhaps the NVIDIA partnership that Musk is alluding to pertains to these AI1 satellites. Elon Musk says @SpaceX's Terafab will be around 100 million square feet, which ...
The firm is planning an enormous expansion of its Starlink satellite factory, with production of AI satellites due to start next year. At first the actual computing would be done by the sort of off-the-shelf parts found in any Earthly data centre—although SpaceX hopes eventually to make its own AI chips in another gigantic, yet-to-be-built factory Mr Musk has dubbed the “Terafab”.
Tesla's robotaxis could eventually ... are also expected to collaborate on Terafab, a proposed semiconductor manufacturing facility in Texas involving Tesla, SpaceX, and Intel....
The second engine is Intel Foundry, its contract chip-manufacturing arm, where BofA models revenue climbing from $1.1 billion in 2026 to $47.1 billion by 2030, driven by wafers, advanced packaging, Apple-related opportunities, MediaTek TPU work and Terafab engagements.
Tesla holds a stake in SpaceX, the two are jointly developing a chip manufacturing project called Terafab, and SpaceX spent $131 million on Cybertrucks in 2025, according to SpaceX's IPO filing.