Maximal integriert, extrem groß, brutal teuer: Die Superfabrik in Texas wird zur größten Wette des Milliardärs. Das Vorhaben ist selbst für den wohlhabendsten Mann der Erde gewaltig.
Mit neuer Technologie von Intel will Musk eine gigantische Halbleiterproduktion in Texas auflegen. Intel-Aktionäre feiern – aber kann das funktionieren? Nach einem Satz von Elon Musk ging die Intel-Aktie um drei Prozent nach oben: Auf der ...
$TSLA added +3.21% as reports surfaced that Elon’s Terafab is moving at “light speed,” reinforcing the vertical-integration thesis even as the rest of AI hardware wobbled.
After telling investors in January ... to consider that Tesla will make into Terafab, a vertically integrated semiconductor plant to be built in partnership with SpaceX and xAI....
Elon Musk did make it clear, however: SpaceX, xAI, and Tesla will be jointly working to develop Terafab, an advanced chip manufacturing complex for AI applications, set to be operating in Austin, Texas.
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.
The Terafab project fits into a broader global trend of "AI Sovereignty," where nations and mega-corporations seek to bring the entire compute stack within their own borders and control. This event marks the most significant success to date for the U.S. CHIPS and Science Act, with Terafab reportedly positioned to receive approximately $2 billion in direct federal subsidies.
Politically, the Terafab project aligns with national efforts to enhance semiconductor manufacturing capabilities within the United States, reflecting goals outlined in the CHIPS Act. By reducing reliance on Asia for advanced silicon technologies, the project could mitigate geopolitical risks associated with global supply chains.
The TeraFab project has been slated for groundbreaking in Q3 2026, with significant backing exceeding $10 billion in investments from xAI's stakeholders, including funding avenues through the CHIPS Act.
The event in Ohio featured appearances ... The CHIPS and Science Act, signed into law in 2022, allocated $52.7 billion for domestic semiconductor manufacturing and research....
Terafab, if it proceeds, would make Intel a third foundry in Tesla's supply chain, covering chips for AI, robotics, and space applications. The United States government has spent years and billions of dollars in CHIPS Act funding trying to bring ...
Timothy Arcuri (UBS): Sought clarity on the TeraFab partnership’s impact on the foundry model. Lip Bu Tan described it as a broad, innovative process partnership, while Zinsner noted demand for advanced packaging is now in the “billions of dollars per year” range.
Apple is considering manufacturing some of its M-series processors on Intel’s 18A-P node, while Google might tap the chip-maker EMIB (Embedded Multi-die Interconnect Bridge) advanced packaging for TPU v8e. Notably, Intel’s flagship Panther Lake mobile processor and the Clearwater Forest server CPU are both built on its 18A process, while Tesla has tapped Intel’s 14A node to manufacture chips for its Terafab data center complex in Austin.
Third, and perhaps the most significant for the long term: Tesla CEO Elon Musk confirmed on Tesla's Q1 earnings call that Tesla will source Intel's next generation 14A manufacturing process at Intel's Terafab in Austin, Texas, to produce chips for Tesla's cars, robotics division, and yet-to-be-built SpaceX orbital data centers. Intel CFO David Zinsner told CNBC that he now expects advanced packaging to bring Intel billions of dollars per customer, up from hundreds of millions
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.
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.
Hynix Semiconductor Inc · Nvidia supplier SK Hynix hails ‘structural shift’ after another record quarter · Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch · April 22 2026 · Intel Corp · Intel lifted as Musk says his Terafab will use its latest chipmaking tech ·
That's the exact reason that Terafab is being built. Intel and Tesla will be building a crazy scale up of fab production. Basically about doubling global production and possibly more.
Terafab addresses this challenge by automating solar construction with integrated quality control, safety, compressing timelines and accelerating the path from groundbreaking to grid connection.