Every public claim about the Terafab project, tracked from promise to outcome. Updated automatically as the record changes.
“Tesla is actively recruiting process integration engineers with 10+ years of experience in Taiwan, targeting TSMC talent for Terafab.”
Reported by TrendForce JP and confirmed via Tesla's posted job listings in Taiwan. Direct competitive pressure on TSMC's senior process talent pool.
“The initial Advanced Technology Fab at Giga Texas North Campus is approximately 2 million square feet.”
Confirmed via Joe Tegtmeyer's drone footage and Musk's own framing of the Giga Texas site as 'just the little advanced technology fab.' Construction visibly underway.
“Tesla 2026 capex guidance raised to $25 billion to support Terafab and AI initiatives.”
CFO confirmed on Q1 2026 earnings call. The 2026 capex spend is the primary financial commitment to Terafab so far.
“Terafab will break ground at Giga Texas North Campus in April 2026.”
Construction confirmed underway in mid-April per multiple outlets. Site is the North Campus of Giga Texas.
“Intel joins Terafab as a technology partner alongside Tesla, SpaceX, and xAI.”
Intel's own X account confirmed joining the project April 7; stock moved >3% on the news.
“Terafab is a joint venture between Tesla, SpaceX, and xAI.”
JV publicly announced March 21. Intel joined April 7 as a fourth partner; the original three remain the operators.
“The Advanced Technology Fab at Giga Texas is for iterating on chip designs, not for the full Terafab production capacity.”
Musk: 'that's just the little advanced technology fab, where we will be iterating on chip designs.' Functions as a pilot line; consistent with reported supplier outreach for full-scale equipment.
“Multiple sites beyond Giga Texas are under evaluation for the full-scale Terafab.”
Musk: 'Several locations for Terafab are under consideration.' On-track because the search is active and stated; no shortlist published.
“Terafab will procure equipment from Applied Materials, Tokyo Electron, Lam Research, and Samsung at "light speed" with premiums for accelerated delivery.”
Reported in mid-April supplier outreach blitz; suppliers contacted but no signed long-lead-tool orders are public.
“SpaceX will deploy up to 1 million orbital data center satellites to host Terafab compute in space.”
FCC Public Notice DA 26-113 (Feb 4, 2026) accepted SpaceX's Orbital Data Center System application for review. Comments closed March; no final order yet.
“Terafab will use Intel's 14A manufacturing process.”
Confirmed live on the Q1 2026 earnings call. Intel and Tesla both publicly framed Terafab as Intel's first major external 14A customer.
“Terafab will be a $20–25 billion investment.”
Tesla Q1 2026 earnings (Apr 22) confirmed 2026 capex raised to $25B to support Terafab and related AI initiatives.
“Terafab will target a 2nm-class process node.”
Initial coverage referenced 2nm. Walked back at Tesla Q1 2026 earnings (Apr 22) where Musk announced Terafab will use Intel's 14A process instead.
“Terabase Energy's 'Terafab V2' automated solar array system is part of Musk's Terafab project.”
Terabase Energy is a California solar construction firm with an unrelated 'Terafab V2' robotics product. Name collision only — no business relationship with Tesla/SpaceX/xAI/Intel Terafab.
“The 'TERAFAB' cryptocurrency memecoin is associated with Elon Musk's Terafab project.”
No association exists between Musk's Terafab and any TERAFAB-branded cryptocurrency. Crypto promoters created opportunistic memecoins; tracked here so the claim has a permanent 'contradicted' record.
“Terafab is 'the next step towards becoming a galactic civilization.'”
Slogan from the Tesla announcement post; Musk has repeated the framing across multiple appearances. Tracked as rhetorical scope-setting; cannot be verified as a deliverable.
“Terafab's strategy bypasses ASML EUV lithography backlogs through extreme physical chip scale and custom designs not constrained by mobile/server thermal envelopes.”
Reported by notateslaapp.com and others as Terafab's working strategy. The technical premise — that wafer-scale or large-die designs reduce per-bit EUV demand — is contested; ASML capacity remains a real constraint regardless of die size.
“TSMC, Samsung, and Micron cannot scale fast enough to meet Musk's projected chip demand for AI, robotics, and orbital compute.”
Musk's stated rationale for building Terafab. TSMC and Samsung have published their own multi-year capex roadmaps; no public modeling shows whether Musk's demand actually exceeds their combined trajectory.
“Terafab will require thousands of acres of land — far more than the entire Giga Texas campus combined.”
Musk: 'It needs thousands of acres and over 10GW of power at full scale.' No specific parcels publicly named beyond the Giga Texas North Campus Phase-1 site.
“The full Terafab will require over 10 GW of power at full scale.”
Disclosed by Musk in his location-clarification post. 10 GW is roughly 2% of total US electricity generation — a major grid commitment. No utility filing yet confirms how this is supplied.
“The full Terafab facility will be ~100 million square feet — about 10× the main Giga Texas building, equivalent to roughly 15 Pentagons or 3.6 square miles.”
Stated by Musk in follow-up posts after the March 21 announcement; widely repeated by SawyerMerritt, Teslaconomics, and others. No physical construction at this scale yet exists; Phase-1 Advanced Technology Fab at Giga Texas is ~2M sq ft.
“Terafab will receive CHIPS Act funding.”
Multiple outlets speculated CHIPS Act eligibility given the project's domestic-fab framing. No official Commerce Department statement on Terafab to date.
“Terafab will produce its first chips in 2027.”
Tesla AI5 small-batch production targeted for late 2026 with volume in 2027 per coverage. Cutting-edge fabs typically take 3–5 years from groundbreaking; aggressive timeline.
“About 80% of Terafab's output will go to space-based compute, 20% terrestrial.”
Stated in the announcement post. Depends on SpaceX's million-satellite orbital data center deployment, which is in early FCC review (DA 26-113).
“Terafab will combine logic, memory, packaging, test, and lithography mask production under one roof.”
Vertical integration described in Tesla's Taiwan hiring posts. No public engineering plan yet shows how all five disciplines colocate at Giga Texas North Campus.
“Terafab will be the most epic chip-building exercise in history, by far.”
Rhetorical superlative; tracked here so future scale checks have an anchor.
“Terafab will produce one terawatt of compute per year.”
1 TW/year is roughly 50× current global semiconductor industry output. No public capacity model has been disclosed showing how Terafab reaches that number.
Method: claims are captured from primary coverage, classified, and re-verified as events resolve them. “Held up” = delivered ÷ (delivered + walked back + contradicted). Independent tracking — about this site.