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Merging SpaceX, Tesla makes more sense for Musk than its investors - The Hindu ↗

SpaceX has already absorbed xAI, which operates the Grok AI model, in February while Tesla is developing, among other products, specialised AI chips. The companies have also jointly announced an ambitious semiconductor manufacturing project called Terafab.

Elon Musk Was RIGHT All Along

Tesla Bull Larry Goldberg wrote a long open letter to Bernie Sanders and everyone who say that Elon Musk is the face of everything wrong with billionaires, days later Spacex CEO responds - The Times of India ↗

Tesla's sales, service, engineering and corporate base adds about 11,300 as the fleet on the road roughly doubles, and Optimus adds about 10,600 if Fremont reaches a million robots a year. After that come vehicle manufacturing including Cybercab at about 6,700, battery cells at about 6,000, Fort Bend solar at about 5,800, Starbase Texas at about 4,900 and Terafab at about 2,900.

Musk's Terafab Is in Talks With About 10 Korean Suppliers - FourWeekMBA ↗

The key insight: THE ELEC reports Terafab is in talks with about 10 Korean suppliers for a fab aimed at 1 million wafers a month within 10 years; the 100,000-wafer initial facility industry observers expect before 2030 is 10% of that goal, by our arithmetic.

Elon Musk on why he builds rockets, robots and AI, in his own words from TED 201 ↗

ASML's Next Test Isn't Sentiment — It's Whether Customers Can Foot the Bill ↗

Longer-range demand arguments deserve careful handling, and the Terafab project is a case in point. Elon Musk said on October 20 that ASML and other suppliers were accelerating equipment deliveries for the Tesla and SpaceX chip venture. A day later, on October 21, he described the collaboration in similar terms.

Terafab at Elon Speed: First Chips by June 2027, Volume Production in 2028

Inside Elon Musk’s $119B TERAFAB: How He Plans to Build an Impossible Chip Factory in Texas!

Terafab to Receive First ASML EUV Tool in Mid-2027, May Sit Idle Initially

Reports detail the scheduled delivery of Terafab's first ASML EUV lithography scanner in mid-2027, noting it could remain unused for a period while the experimental facility is completed.

Terafab Semiconductor Production Targeted for Late 2029 or 2032

Updates on projected semiconductor production start dates at Terafab range from late 2029 to mass production in 2032, with early structural work noted at the Grimes County site.

Musk Admits He Doesn't Know How to Make Chips But Vows to Figure It Out

Musk publicly acknowledges his lack of semiconductor expertise while drawing parallels to his early days entering the automotive and aerospace industries, emphasizing a learn-by-doing approach for Terafab.

Musk Sets Goal of Testing 10 Chip Designs Per Year at Terafab

Tesla and SpaceX aim to dramatically accelerate chip design iteration at Terafab's research fab, targeting roughly 10 designs annually versus the industry norm of one every two years.

Terafab, Explained in 5 Points: The Tesla-SpaceX Chip Fab Rising in Texas ↗

Aerial observer Joe Tegtmeyer posted fresh construction photos on October 30 showing the Tesla-SpaceX joint chip fabrication facility — officially named Terafab — taking unmistakable shape, with large steel trusses now rising from what he describes as a 'highly reinforced foundation.'

Tesla's Terafab: Suppliers Praise $119B Chip Plant's Speed - COINOTAG ↗

Elon Musk has publicly backed the pace of work at Terafab, the chip plant Tesla and SpaceX are building in Texas, saying the project is going well. He shared the assessment on X while quoting a Tesla-focused account that summarized recent remarks from a supplier.

Elon Musk’s Ties to Texas Republicans Go Much Deeper Than the Midterms | WIRED ↗

This summer, Musk’s activities in Texas didn’t slow down: Texas legislators called for an audit after the Texas Broadband Development Office allocated $110 million in grants to Musk’s satellite internet company Starlink; Texas’ Office of the Comptroller recently announced that “Terafab,” Musk’s proposed 100-million-square-foot chip manufacturing facility in Grimes County, was the recipient of a $1.66 billion tax break; and SpaceX has also received around $30 million in state grants.

Elon Musk's $119 Billion Terafab Chip Plant Faces Uncertainty Without Outside Customers | KuCoin ↗

SpaceX, which acquired Musk’s AI startup xAI in February, listed through a $75 billion IPO in June. Its new public shareholders now help carry the bill. Their payoff would be an in-house AI chip supply. Until then, Terafab remains a costly bet that fast engineers must turn into finished wafers.

The joint venture between @SpaceX & @Tesla $3B Advanced Technology Chip Fab faci ↗

Can Elon Musk’s $119 Billion Terafab Chip Plant Pay Off Without Outside Customers? ↗

SpaceX, which acquired Musk’s AI startup xAI in February, listed through a $75 billion IPO in June. Its new public shareholders now help carry the bill. Their payoff would be an in-house AI chip supply. Until then, Terafab remains a costly bet that fast engineers must turn into finished wafers.

#英特尔代工转型迎来Terafab新变量 英特尔代工转型，正从“建... | OKX | OKX United States ↗

#英特尔代工转型迎来Terafab新变量 英特尔代工转型，正从“建产能等客户”切换到“超级需求倒逼工艺兑现”，Terafab 就是眼下最关键的变量。 马斯克体系把特斯拉、SpaceX、xAI 的终极端算力需求打包进得州 Terafab，目标年产 1 太瓦 AI 算力；英特尔以 18A/14A 制程、EMIB/Foveros 先进封装和量产经验入场，扮演“制造底座”角色。对长期缺锚定大单的 Intel Foundry 来说，这不是普通订单，而是把代工逻辑从“我有什么节点”变成“你的场景我来跑通”。 价值有

SpaceX's $16.8 billion facility in Grimes County becomes center of public records legal fight - ABC13 Houston ↗

The facility, called Terafab, was announced earlier this year and is being built off Highway 30 near Anderson and the Gibbons Creek Reservoir.

What is Tera-scale Fabrication (TeraFab)| How To Get & Use Tera-scale Fabrication | Bitget ↗

Learn what is Tera-scale Fabrication and how does it work, find out how to get Tera-scale Fabrication for free and use TeraFab on Bitget.

SpaceX Sues to Block Release of Terafab Records

SpaceX files petition to prevent public release of Terafab-related records, describing the project as a semiconductor and AI-hardware plant in Grimes County.

Elon Musk on X: "The Terafab project is going well" / X ↗

STRONG SIGNAL 🚨 Terafab is moving forward at lightning speed because the engineers themselves have the authority to make decisions 🔥 According to Korea’s The Elec, a Korean supplier executive said that even questions sent during the early morning hours in the US get answered

#英特尔代工转型迎来Terafab新变量 $INTC 英特尔把财报推后一... | OKX | OKX United States ↗

#英特尔代工转型迎来Terafab新变量 $INTC 英特尔把财报推后一周，Terafab 的主角已经换人。 ▪️ 首期 550 亿美元、落在得州，规划总规模 1,190 亿 ▪️ 英特尔 4/7 加入，承诺设计到封装全链条，量产用 14A ▪️ 10/7 马斯克划界：厂「我们会建、也会运营」，台积电最多分租 ▪️ 14A 从 2029 量产提前到 2028，0.9 版套件本月交客户 ▪️ Q2 代工营收 57.65 亿，Q1 是 54 亿 ▪️ 运营亏损从 Q1 的 24 亿收窄到 21 亿 Terafab 给英特尔的是工艺，不是产能。550 亿里它拿到的

SpaceX sued over Terafab records. Now a Grimes County group is fighting back ↗

Last month, SpaceX sued both the county that will be home to Terafab and Attorney General Ken Paxton in an effort to prevent the release of information about the planned semiconductor facility.

SpaceX - Wikipedia ↗

In 2026, SpaceX acquired Musk's artificial intelligence company xAI (subsequently operated as the wholly owned subsidiary SpaceX Super Intelligence), and announced a joint venture with Tesla, Inc. to build Terafab, a large plant for semiconductor device fabrication.

Amazon's cloud acceleration lifts profitability as AI spending absorbs cash ↗

TSMC, Intel named as Musk's Terafab ambitions face reality check · GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap · TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable · Nvidia unveils OOI CPO prototype for post-2028 AI needs ·

Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint ↗

TSMC, Intel named as Musk's Terafab ambitions face reality check · GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap · Nvidia unveils OOI CPO prototype for post-2028 AI needs · TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable ·

🚨 Tesla just filed and published a Form DEFA14A with the SEC. Here’s what it say ↗

Terafab - Wikipedia ↗

The project was teased by Musk in early 2026 and officially announced on March 21, 2026, during a special event at the defunct Seaholm Power Plant in Austin, Texas. Musk described Terafab as "the next step towards becoming a galactic civilization", with the announcement accompanied by a live ...