Tesla and SpaceX merger officially announced by...? Predi... 2026 | Polymarket

The companies already share deep operational ties, including SpaceX’s $697 million in Tesla Megapack purchases and joint planning for the Terafab semiconductor facility to support AI infrastructure. With SpaceX’s anticipated June 2026 listing expected to value it near $1.75 trillion, analysts such as Wedbush’s Dan Ives see 80%+ odds of a post-IPO merger in 2027 driven by AI synergies and Musk’s control.

SpaceX IPO: Will AI Deals Justify Its Expected $1.77 Trillion Debut? - MarketWise

This is important because SpaceX can’t supply its own chips for the satellites. Why? Because SpaceX doesn’t make chips… yet. Musk has planned for this situation, however, with the construction of Terafab in Texas, where SpaceX and Tesla (TSLA) – with plenty of help from American chip giant Intel (INTC) – will make their own chips.

SpaceX’s Gwynne Shotwell had IPO doubts for years, now she has a message for investors

With xAI comes the Grok large language model and X, formerly known as Twitter. And to entice developers, the company struck a deal with AI coding upstart Cursor, with an option to buy the business for $60 billion in stock. Then there's the Terafab semiconductor fab and computing mega project that it's jointly developing with Tesla.

Foundryecosystem Report: Huawei, Terafab, EU, GF, AMAT

The proposed Terafab is expected to manufacture both logic and memory chips all in the same facility. Initially, the goal is to produce logic chips at the sub-2nm node. And if that isn’t enough, the same facility will also package and test these chips.

Elon Musk Signals SpaceX Push Into Semiconductors Ahead of IPO - TokenPost

He described Tesla as operating the research fab, while SpaceX would handle the early-stage buildout for the Terafab—an approach that suggests a pilot-line model intended to validate technical feasibility and economics before scaling to full industrial volumes.

Hanmi Semiconductor to invest in SpaceX as Terafab bets grow

SpaceX targets AI chip independence with US$119 billion Texas Terafab · Hanmi Semiconductor strengthens ties with India amid Micron facility launch · Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows · Musk accelerates SpaceX IPO to build Starlink-based space data centers ·

Daily: Google in talks with Samsung to fab chips

The latest is the Local Control Protection Act, proposed by Rep. Rob Bresnahan (R-PA), which would somewhat constrain data centre buildouts while enhancing community benefits. It’s notable that the Rep. comes from Pennsylvania which was once very gung-ho about data centres even as little back as a year ago. Musk, ASML, Terafab. Elon Musk is expected to appear at an ASML event after confirmations last month that he is in discussion with the Dutch chipmaking firm over Terafab.

HPSP reportedly receives test equipment order for Musk's Terafab

TrendingJensen Huang SuperAI AI Search NTN Convergence Inference Era AI Advanced Packaging · Trending · SUBSCRIBE · CONNECT WITH US · Home Tech Semiconductors · Sherri Wang, DIGITIMES, Taipei Jun 12, 2026, 11:22 0 · Credit: AFP · Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly receiving a purchase order for high-pressure hydrogen annealing equipment.

SpaceX's First-Ever Orbital Data Center Is Coming With A Powerful Payload - BGR

The interchangeable chipset is a big deal here because it's how the company aims to address market challenges that could effectively hold back the project. SpaceX previously reported, as shared by Tom's Hardware, that it couldn't supply enough chips for this very same orbital project, which is part of a joint venture with Tesla and its TeraFab solution.

SpaceX seeks more Texas tax breaks, says Terafab could go elsewhere without them

The applications call for creation of 4,234 jobs and tout benefits for the state through the project's long-term economic impact and tax revenue. Grimes County residents oveflow a hearing last week in Grimes County on SpaceX's proposed Terafab chipmaking plant.

What happens if Tesla and SpaceX merge?

The two firms and Intel are partnering on Terafab to design, build, and scale up a new set of AI microchips for use in Tesla’s Optimus robots and trucks, as well as SpaceX’s planned orbital data centers.