For Q1 FY26, TSMC is reporting a revenue of $35.9 billion, up 6.4% Q-Q. During the earnings call, TSMC's Chairman and CEO, C.C. Wei, highlighted the company's current foundry ventures, updates on upcoming nodes, and also stated what he thinks about the competition & the situation regarding the current supply chain. Starting first with Intel, and its recent alliance with Tesla on the Terafab project, C.C.
➞ MetaCritic Capital: “The fundamental problem between Dwarkesh and Jensen is that Jensen doesn’t believe in AGI. Which is insane, but that’s still his underlying assumption”... Grace Kay: Cursor plans to use xAI's infrastructure to train its Composer 2.5 coding model, according to people familiar with the matter · Anthropic releases Claude Opus 4.7, “our most capable Opus model yet” · Bloomberg: Elon Musk’s lieutenants have reached out to chip industry suppliers for his envisioned Terafab
Yet Musk may settle for more modest accomplishments in the chip industry, given the extreme costs and complexity. Hamburg-based Berenberg has yet to include Terafab into its financial models for ASML, whose High NA EUV equipment would likely be used in such an endeavor, Tammy Qiu, the bank’s head of tech equity research, said on Bloomberg Tech.
The Terafab project — which has a mind-boggling goal to supply 1 terawatt of annual computing capacity — is the latest ambitious undertaking by Musk. While Tesla designs its own autopilot FSD chips, Musk’s companies have never manufactured ...
Meanwhile, the Terafab initiative has also drawn in its chip manufacturing partner Samsung Electronics, though Samsung is said to have suggested that additional capacity from its under-construction Taylor, Texas fab could be allocated to Tesla instead, Bloomberg notes.
The catalyst that defined April came on April 7, when Intel announced it is joining Elon Musk’s Terafab project as primary foundry partner, a $25 billion semiconductor joint venture between Tesla, SpaceX, and xAI targeting one terawatt of AI compute per year at a facility in Austin, Texas.
He has proposed a 9-month chip design cycle going forward, which would be roughly half the 12-18 month industry standard for major architectural revisions. Terafab is a joint chip fabrication facility being built in Austin, Texas, by Tesla, SpaceX, and xAI...
Elon Musk’s staff working on his envisioned Terafab joint venture between Tesla Inc. and SpaceX have reached out to chip industry suppliers seeking price quotes and delivery times for chipmaking gear. Ed Ludlow reports on Bloomberg Television. ——– More on Bloomberg Television and Markets ...
The Terafab project — which has a mind-boggling goal to supply 1 terawatt of annual computing capacity — is the latest ambitious undertaking by Musk. While Tesla designs its own autopilot FSD chips, Musk’s companies have never manufactured semiconductors.
She noted that Berenberg has yet to incorporate Terafab into its financial forecasting model for $ASML Holding (ASML.US)$ . As the world's sole supplier of extreme ultraviolet lithography machines, ASML Holding is an indispensable equipment provider for any manufacturer aiming to mass-produce advanced process chips.
He supposedly "asked for speedy price estimates while providing minimal information about the products to be made." xAI, others heavily connected to Seaholm Power Plant · Tech giant joining Elon Musk's $20B Terafab project ·
“Terafab” will be a joint project between Musk-owned businesses SpaceX, Tesla, and xAI to build AI-ready chips: Musk has argued that global chip production cannot meet demand, even if existing manufacturers maximize output.
ASML is pretty much the only big ... own lithography machines if they want to scale up as much as they are describing. ... EUV machines. ASML can currently make like 70 per year. ... I think this is one of the reasons why it's well understood there will be some other factors taking part in this. I don't doubt Terafab will use ...
The $25 billion question is whether ... that 2nm is roughly the width of 10 hydrogen atoms stacked side by side. Can anyone do it? It is Musk. Tesla first confirmed Tesla Terafab on its January 28, 2026, earnings call. Musk told investors the company needs its own chip fabrication facility to avoid a supply constraint he projects will hit within 3 to 4 years. The facility combines logic processing, memory storage, ...
Elon Musk launches Tesla Terafab on March 21. $25 billion. Zero semiconductor experience. Jensen Huang calls it virtually impossible. Igor Beuker maps the real story.
Elon Musk launches Tesla Terafab on March 21. $25 billion. Zero semiconductor experience. Jensen Huang calls it virtually impossible. Igor Beuker maps the real story.
The venture faces a fundamental S-curve constraint: it cannot build the world's largest AI hardware operation without the tools to make the most advanced chips. The bottleneck is ASML, the Dutch company that holds an absolute monopoly on Extreme Ultraviolet (EUV) lithography machines.
Tesla CEO Elon Musk has reportedly asked the chip industry suppliers for his Terafab chipmaking project to move at “light speed” in an effort to help Tesla and SpaceX manufacture the AI chips they need.
The outreach has already had some impact on markets, with Tokyo Electron (TOELY) shares rising 5.3% in Tokyo and other equipment makers such as Applied Materials and Lam Research seeing gains of more than 2% in pre-market trading.
Elon Musk is accelerating Terafab, ... SpaceX, and Intel. The Austin-based project aims to vertically integrate chip design and fabrication under one roof to power humanoid robots and orbital AI data centers....