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Elon Musk is drawing a hard line around control of Terafab, saying his companies will build and operate the planned Texas AI chip complex themselves while leaving Taiwan Semiconductor Manufacturing TSM only a potential subleasing role.
Intel INTC remains part of Elon Musk's ambitious Terafab chip project despite recent discussions between Musk and Taiwan Semiconductor Manufacturing TSM, easing concerns that the world's largest contract chipmaker could displace Intel from a ...
Intel to continue working on Musk’s Terafab despite TSMC talks - Bloomberg · UBS sees more gains for European stocks despite higher rates and energy prices ... Investing.com - Yorkville Ives initiated coverage on Qualys Inc. (NASDAQ:QLYS) with an outperform rating and a price target of $230.00, analyst Dan Ives said Monday.
Fatima Fakhar writes about AI hardware and the figures chipmakers publish about it. Her recent articles question the math behind Nvidia's 10x Vera Rubin result and the missing benchmarks behind its 32GB Jetson claim, and weigh the margin pressure TSMC faces as its first 2nm revenue arrives.
Send a tip to our reporters · Site feedback: Take our Survey · By Mari Kiyohara · October 7, 2026 at 4:32 AM UTC · Save · Intel Corp. will continue to work with Elon Musk on Terafab, an audacious attempt by the trillionaire to break into ...
Intel to continue working on Musk’s Terafab despite TSMC talks - Bloomberg · UBS sees more gains for European stocks despite higher rates and energy prices ... Investing.com - Yorkville Ives initiated coverage on Oracle Corp. (NYSE:ORCL) with an In Line rating and a price target of $155.00, according to a note published today. Analyst Dan Ives said Oracle has built a position in AI infrastructure and retains a differentiated ability to monetize demand across databases, applications, and enterpri
Intel to continue working on Musk’s Terafab despite TSMC talks - Bloomberg · UBS sees more gains for European stocks despite higher rates and energy prices ... Investing.com - Yorkville Ives initiated coverage on International Business Machines Corp. (NYSE:IBM) with an outperform rating and a price target of $275, analyst Dan Ives said Monday.
Intel to continue working on Musk’s Terafab despite TSMC talks - Bloomberg · UBS sees more gains for European stocks despite higher rates and energy prices ... Investing.com - Yorkville Ives initiated coverage on Microsoft Corp. (NASDAQ:MSFT) with an outperform rating and a price target ...
TSMC could nevertheless sublease ... ... TESLA, INC. ... Terafab is expected to take the form of a vast plant designed to produce chips for Tesla and SpaceX's growing artificial intelligence needs....
Elon Musk's proposed Terafab might see Tesla Inc. (TSLA, Financials), the electric-vehicle and technology business, partner with Taiwan Semiconductor Manufactur
Elon Musk said his business empire will build and operate Terafab independently, quashing speculation about industry leader Taiwan Semiconductor Manufacturing Co. swooping in to run his ambitious chipmaking venture.
Terafab is a planned collaboration involving Tesla, SpaceX and xAI focused on semiconductor manufacturing for artificial intelligence and other applications.
Intel says it remains involved in the ambitious chip project even as Elon Musk explores a possible role for TSMC.
Terafab is a massive, vertically integrated AI chip megafab in Texas, aiming for over one terawatt of compute annually, with initial investment ranging from ~$3 billion research facility to $16.8 billion for full-scale build-out in Grimes County.
Intel shares edged higher Wednesday after recent losses tied to Terafab concerns.
The chips are intended for Tesla's Optimus humanoid robots and Cybercab vehicles, as well as SpaceX's planned space-based data centers, highlighting Musk's effort to control more of the hardware needed by his businesses. Musk has previously indicated that Intel's 14A manufacturing process would form the technological backbone of Terafab, giving Intel a major role in producing the facility's advanced chips.
TSMC Chairman and CEO C.C. Wei said in April that building a new fab typically takes two to three years, followed by another one to two years to ramp production. He also said advanced foundry competition ultimately depends on technology leadership, manufacturing execution and customer trust. That assessment gives TSMC a potentially powerful role in Terafab without necessarily eliminating Intel.
The TSMC angle surfaced on Friday when Culpium newsletter reported that TSMC was exploring using Terafab as an anchor client for a future Texas semiconductor factory.
First detailed in April, the Terafab initiative involves Intel working with Tesla Inc. and Space Exploration Technologies Corp. (NASDAQ:SPCX). Intel stated its chip design, manufacturing, and advanced packaging capabilities would enable the project’s goal of producing one terawatt of computing capacity for artificial intelligence (AI) and robotics per year.
Elon Musk says his companies will build and operate Terafab in Texas; TSMC may only sublease space and Intel is helping with chip technology.