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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.
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.
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.
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.
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.'
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.
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.
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.
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
The facility, called Terafab, was announced earlier this year and is being built off Highway 30 near Anderson and the Gibbons Creek Reservoir.
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.
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
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.
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.
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 ·
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 ·
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 ...
Already, Musk has claimed the ... need. His answer is Terafab, a Texas chip-making project that Intel joined in April, with the stated goal of producing a terawatt of compute per year....