All 1331 headlines in chronological order — Page 22
During its Q1 2026 earnings call, Tesla CEO Elon Musk made it official that the TeraFab project was going to use 14A, Intel's much-discussed process technology, which is expected to be a game-changer for them in the Foundry business.
As Intel has discovered, making chips exclusively for yourself is great when your factories and chip designs are the best in the world. When they aren’t, competitors can use contract manufacturers like TSMC to make better ones. If Terafab chips are a couple of generations behind TSMC’s, Tesla might regret being tightly tied to its own factories.
At the earnings call, chairman C.C. Wei acknowledged that both Intel and Tesla remain TSMC customers, while also calling Intel a “formidable competitor” that should not be underestimated.
Intel Secures Teslas Terafab via 14A Process Intels foundry division gains major boost through AI chip partnership, reviving U.S. semiconductor ambitions
The reality of Musk's hyped Terafab project is becoming increasingly dissimilar to the vision he originally outlined. By Stewart Burnett
“We plan to utilize Intel’s 14A process, which is currently at the forefront of technology and, in fact, not yet fully finalized,” Musk stated. “However, considering that by the time Terafab reaches significant scale, 14A is likely to be quite mature or prepared for mainstream adoption, this appears to be a prudent decision.”
“We either build the Terafab or we don’t have the chips,” Musk had said during a presentation in Austin in March, adding that current global chip production would meet only a small fraction of his companies’ future needs. The only loser that I can see here is Samsung Foundry. Not long after Samsung and Tesla signed an 8 year $16.5B 2nm wafer agreement Elon Musk announces to the world that not enough 2nm chips can be made?
Elon stated that they (Tesla) are excited to use the Intel 14A process, calling it "State-of-the-Art". He also acknowledged that 14A isn't complete yet, which is him referring to the fact that 14A isn't viable for mass production at the moment, but by the time TeraFab scales up, the process technology will be in a much more mature state, and that's when TeraFab will be primed to use Intel's bleeding-edge tech to produce Tesla's latest custom silicon.
During Tesla’s recent earnings call, Elon Musk disclosed ambitious plans to develop AI chips using Intel’s forthcoming 14A process, which is still under development. He emphasized Intel’s enthusiasm for partnering with Tesla on this effort, despite the unfinished state of the 14A process. Musk detailed plans for Tesla’s ‘Terafab’ chip production initiative, designed to meet demand for the company’s own AI silicon.
On March 21, 2026, SpaceX announced the project to build Terafab, a joint project with Tesla and xAI, to build a large semiconductor fabrication project centering on the construction of a vertically integrated “mega-fab” designed to produce ...
Tesla chief Elon Musk said on Wednesday ... project, an advanced artificial-intelligence chip complex Musk has envisioned in Texas. Musk's SpaceX, its xAI unit and Tesla will build two advanced chip factories at a sprawling facility in Austin, one to be ...
SpaceX’s draft IPO filing hints at in-house GPU manufacturing via the Terafab AI chip complex—what it means for investors, partners, and supply risks.
Intel Corporation has staged one of the most dramatic turnarounds in semiconductor history, with its stock surging approximately 240% from its April 2025 lows near $18.18 to current levels above $61. This extraordinary rally has been driven by a confluence of factors including CHIPS Act government support, breakthrough 18A process technology developments, the high-profile Terafab project, and a strategic pivot toward AI-enabled computing.
Elon Musk announced that a significant part of this massive investment will be transferred to the Terafab chip factory, which will be established in Texas in collaboration with Tesla and SpaceX at a cost of $3 billion.
The stated purpose is to test new approaches to chip design, fabrication, and integration within a tightly controlled environment. In parallel, teams have begun coordinating directly with semiconductor equipment suppliers, in some cases offering ...
For financial experts and industry analysts alike, Terafab is considered one of the highest-stakes gambles in industrial history. According to Bernstein estimates, hitting Musk’s target of one terawatt of compute would need between $5 trillion and $13 trillion in capital expenditure.
In a CNBC “Squawk Box” interview on Thursday, Isaacson pointed to the companies’ existing collaboration on Terafab — the massive joint semiconductor fabrication plant under construction in Austin — as evidence of deepening ties that he expects to grow.
An example is his recently unveiled Terafab project to build a massive chip factory that will require the efforts of Tesla, SpaceX, and xAI. Merging SpaceX with xAI will enable Musk to consolidate the two companies' efforts and more easily unify ...
Tesla CEO Elon Musk confirmed that the 14A process will be central to manufacturing chips for the Terafab project, which envisions advanced AI processors for both humanoid robots and space data centres. This strategic alliance is designed to fuel Musk's expansive robotics and data centre ambitions, providing the computational horsepower required for future innovations.
Tesla plans to use Intel's 14A manufacturing process for chips at Terafab, a chip complex in Austin envisioned by CEO Elon Musk.