As outlined by Musk, Terafab is ultimately intended to independently mass-produce logic and memory chips at the 2-nanometer (2nm) node and beyond, aiming to eliminate reliance on external foundries such as Taiwan Semiconductor. Fouquet indicated that ASML Holding is evaluating the project’s progress and pace of implementation. ASML Holding is the world’s sole manufacturer of extreme ultraviolet (EUV) lithography systems, with major clients including Taiwan Semiconductor, Samsung, SK Hynix, and I
Apple struck a preliminary deal to use Intel chips in some of its devices, The Wall Street Journal said last month. And Intel joined a planned foundry project with SpaceX and Tesla dubbed Terafab.
He also discusses his strategy to strengthen Intel’s balance sheet by welcoming investments from Jensen Huang’s Nvidia, Softbank, and the US government. Tan also shares his product roadmap that centers the CPU for agentic AI and inference, the collaboration with Elon Musk on Terafab, his investing framework for semiconductors, and his views on how AI is reshaping design and operations at, as he puts it, a ‘legacy spreadsheet’ tech company.
Elon Musk is reported to be involved in a proposed large-scale semiconductor fabrication initiative, referred to as “TeraFab”, designed to become one of the largest chip manufacturing facilities globally.
Tesla is stepping up AI and robotics investment, planning over US$25b in 2026 capex to support Optimus, robotaxis, FSD and energy storage expansion. Elon Musk is driving a proposed US$120b Terafab semiconductor complex in Texas, intended to ...
ASML Holding ASML CEO Christophe Fouquet has indicated that new semiconductor projects such as Elon Musk's Terafab could create meaningful business opportunities, provided the company can avoid supply limitations.
Intel CEO Patrick Gelsinger outlined a goal of delivering a 10x return for shareholders within 5–10 years, focusing on advanced packaging, glass substrates, and novel materials such as synthetic diamond. He underscored rising CPU demand driven by AI and data centers, and highlighted partnerships like Terafab with Elon Musk.
Then there’s Terafab, the chip manufacturing initiative bringing together SpaceX, Tesla, and Intel. Intel is contributing logic and memory chip design, fabrication, and advanced packaging toward a vertically integrated closed-loop plant, with ...
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He also discusses his strategy to strengthen Intel’s balance sheet by welcoming investments from Jensen Huang’s Nvidia, Softbank, and the US government. Tan also shares his product roadmap that centers the CPU for agentic AI and inference, the collaboration with Elon Musk on Terafab, his investing framework for semiconductors, and his views on how AI is reshaping design and operations at, as he puts it, a ‘legacy spreadsheet’ tech company.
Rather than focusing on a specific vehicle component or software platform, the applications cover semiconductor manufacturing, semiconductor design, engineering services, testing, and distribution. That wording places Terafab much closer to chip infrastructure than a traditional consumer-facing product. The name also feels consistent with Tesla's broader branding approach.
Dubbed “Elon, Inc.” internally, the combination would create a technology conglomerate spanning artificial intelligence, spaceflight, satellite communications, and electric vehicles worth roughly $4 trillion. SpaceX chief operating officer Gwynne Shotwell has confirmed operational synergies between the two Musk-controlled enterprises. Joint projects such as “Terafab,” a massive facility for AI chip production, and the “Macrohard” software initiative are already running.
Elon Musk is set to speak virtually at ASML's internal tech conference about the Terafab project, a large-scale chip facility for Tesla and SpaceX, with SpaceX IPO pricing expected later on June 11, 2026.
The U.S. government converts a portion of CHIPS Act support into an equity stake in Intel (NasdaqGS:INTC), creating a new public shareholder with policy interests tied to domestic chip production. Intel announces new AI partnerships with Google for long term AI workloads and with Tesla’s TeraFab focused on semiconductor foundry improvements.
The Terafab project is the first major outside commitment for Intel’s capital-intensive foundry business, which had only manufactured chips for its own products.
Tesla and SpaceX are also collaborating on Terafab, a $55 billion chip-building megafactory that aims to produce chips for SpaceX's orbital data centers as well as Tesla's robotaxis and robots.