All 2166 headlines in chronological order — Page 13
That sequencing, building Musk’s Tesla ownership to its highest point ever immediately before SpaceX gains the public currency needed to acquire it, is either an extraordinary coincidence or a carefully staged foundation for the largest corporate merger in history. Elon Musk’s TERAFAB project: Everything you need to know
The applications were filed under Terafab AI, LLC with both Anderson-Shiro and Iola, with four phases listed for each district. In Anderson-Shiro, the filings list about $10.37 billion in eligible investment for Phase 1, followed by $23.84 billion for each of phases 2 through 4, and 617 permanent jobs.
According to previous reports, the Optimus factory is designed to run nearly the full length of the main Giga Texas building — over 4,000 feet — though 50 to 70 meters narrower. It sits on the North Campus alongside the Terafab AI chip facility, a joint venture between Tesla, SpaceX, and xAI.
More critically, the two are teaming up on Terafab, the name Musk gave to the massive development project he says will result in the world’s largest chip manufacturing plant, which is currently aiming for a site near College Station.
The facility is expected to supply chips needed for computing infrastructure supporting SpaceX operations, Tesla's autonomous driving and robotics technologies and xAI data centers. Industry officials expect HPSP's pilot equipment supply may lead to full-scale orders, as the company has long been supplying equipment for Intel, and Terafab is known to follow Intel's manufacturing model.
Of course, Intel (NASDAQ:INTC) is rising up as a credible challenger, and Elon Musk’s Terafab could cause Taiwan Semiconductor to lose a bit of share.
Wei brushed aside worries about competition from Intel Corp. and Samsung Electronics Co., saying TSMC has never lacked rivals and will keep outperforming them through technology leadership and customer trust. On billionaire Elon Musk's reported plans to build a large-scale chip facility dubbed "Terafab," Wei offered a brief response: "Best wishes to him."
Zaranthos said:Don't worry, Terafab will replace the production you weren't able to provide once they make all the chips they need for satellites, cars, and Tesla bots. :tonguewink: This is only half a joke. Musk built Colossus in record time and now rents it to the competition.The example of Colossus is actually more instructive than you might've thought.
At TSMC’s annual shareholder meeting, CEO CC Wei said that the firm is working hard to meet demand in trying not to be a bottleneck for the AI industry; would like to hike prices (but not in the sharp way of the memory firms); was not afraid of competition by US, Korean, or Chinese fabs; and wished Elon Musk good luck in his Terafab project, saying it would take a long-time for Terafab to deliver mass, cutting-edge chips as promised.
After surging 115%, ASML's 53.5x P/E looks steep compared to TSMC's 36x multiple, making TSMC the better value play in the AI chip boom. ASML's unmatched EUV monopoly supplies every expanding fab, but TSM's impregnable manufacturing moat makes it the stronger long-term buy despite geopolitical risk. Elon Musk's Terafab project signals TSMC can't meet aggressive AI demand timelines, and its conservative expansion pace may leave significant revenue on the table.
The two businesses are co-developing a massive semiconductor factory called Terafab. With the chip serving as the hardware foundation for self-driving and robotics, and Terafab as the facility that produces it, the pair form a symbiotic loop.
Grimes County neighbors are split over SpaceX's proposed $55 billion TereFab project. Some see jobs and growth — others worry about their land and animals.
Host: The simplest argument against Terafab and Intel foundry competitiveness concerns labor costs and domestic manufacturing viability. What logic drove you to double down on foundry?
ASML CEO Christophe Fouquet confirmed direct talks with Musk, saying he is "very serious" about the TeraFab project that could require billions in advanced lithography equipment.
Grimes County commissioners approved a tax abatement for Terafab, a semiconductor joint venture backed by Elon Musk, despite resident concerns about transparency.
The Terafab semiconductor manufacturing facility represents perhaps the most strategically significant development in the Tesla-SpaceX relationship, serving as both a commercial bridge and a technological moat for both companies. Announced in March 2026, this $25 billion joint venture between ...
Musk has said SpaceX will cooperate with Intel (INTC.O), opens new tab on the Terafab project, and it will eventually supply chips for SpaceX and for Tesla's Optimus robots.
Dan Nystedt / @dnystedt: President Trump on Truth Social: -Apple now working with Intel to design and build its chips in the US. -Nvidia also working with Intel -Elon Musk's TeraFab designed with Intel, using Intel tech.
Trump’s various tariffs on overseas ... credit for Nvidia’s $5 million investment into Intel last year to design and manufacture chips, along with Intel’s recent partnership with Elon Musk’s Terafab AI chip complex project with SpaceX and Tesla....
It later worked with Elon Musk, the president said, to negotiate a deal with Intel to use its technology to run a chip manufacturing plant called Terafab, which Mr. Musk is developing. Finally, Mr. Trump said in his post, “Apple has agreed to work with Intel to design and build its Chips in America.”