Commentary: Intel names TSMC as key partner; insider drives its comeback

Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift · Lip-Bu Tan gets real about Intel's foundry roadmap—and what it takes to win customers · As Intel's sleeping lion stirs under Lip-bu Tan, should Samsung be more ...

Zombies to Rockstars - by Guillermo Valencia

SoftBank put in $2B. In April 2026, Intel joined Elon Musk’s Terafab project in Texas — the chip-manufacturing venture between Tesla, SpaceX, and xAI targeting one terawatt of compute per year.

7 Reasons Why a SpaceX and Tesla Merger Could Happen - MarketWise

Terafab is a semiconductor fabrication facility being built near Tesla’s GigaTexas site in Austin, Texas. The plant would be vertically integrated and produce one terawatt of AI compute capacity per year. It would make chips for Tesla vehicles and robots, as well as non-terrestrial chips for space-based data centers.

Terafab | The New Coffee Room

For all the Musk haters. https://www.msn.com/en-us/money/other/elon-s-terafab-is-moving-at-light-speed-and-that-could-mean-big-things-for-tesla/ar-AA22irvx

Elon Musk makes shocking admission about Sam Altman and OpenAI - TheStreet

Elon Musk’s Terafab bet: what it means for Tesla investors · Bank of America revamps Tesla stock price · UBS has a message for Tesla stock investors · That sentence, now entered into the official record, is what OpenAI’s legal team has been waiting for.

Intel Shares Jump 3.4% on Report of Potential Apple Chip Deal

Intel has invested heavily in its foundry division to compete directly with Taiwan Semiconductor Manufacturing, the world’s top contract chipmaker, and other major rivals, such as Samsung. However, differences in manufacturing technology have made it hard for Intel to attract large outside clients. The TeraFab deal with Tesla and a government equity stake have helped support Intel’s turnaround story, but a confirmed deal with Apple would be a much bigger sign of success for Intel’s foundry goals

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware | Tom's Hardware

Tech Industry SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab · Desktops Apple quietly axes 128GB Mac Studio amid supply constraints and local AI frenzy · CPUs AMD posts record first-quarter results, driven by skyrocketing data center CPU demand ... Jensen saying ...

Tesla Semi And Terafab Shift Focus To Vertical Integration And AI

Tesla sits at the intersection of electric vehicles, energy storage, and software, and the push into heavy trucks and chips adds new dimensions to that mix. The Tesla Semi targets commercial freight customers looking at electrification, while Terafab focuses on supplying chips for both vehicles and robotics.

How Intel Stock More Than Doubled Last Month

On April 9, Intel's Foundry-branded chip manufacturing services scored a couple of massive wins. The unit signed a long-term partnership with Tesla (NASDAQ: TSLA), making Intel a founding partner of the upcoming Terafab chip-making facility. At the same time, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) committed to using Intel Xeon processors and jointly developed accelerators in Google Cloud's AI operations.

Intel Taps Top Qualcomm Exec To Lead Client Computing, Physical AI Group

With Ranade becoming Intel’s permanent CTO after first taking on the role in December, his responsibilities will include the advancement of its technology strategy, the oversight of special technology projects like the Terafab initiative with Elon Musk, and the development of “critical emerging areas” such as quantum computing, neuromorphic computing, photonics and novel materials, according to Tan’s memo.