All 2166 headlines in chronological order — Page 22
All the upgrades hinge on one core thesis: ASML’s monopoly on extreme ultraviolet (EUV) lithography systems ensures multiyear visibility, with BofA forecasting 2028 revenue of €58.9 billion, adjusted EPS of €59.54, and a gross margin of 56% — up from 52.6% projected for this year.
SpaceX targets AI chip independence with US$119 billion Texas Terafab · Hanmi Semiconductor strengthens ties with India amid Micron facility launch · Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows · Musk accelerates SpaceX IPO to build Starlink-based space data centers ·
In its S-1 filing (2) with the Securities and Exchange Commission, SpaceX outlined Terafab, a chip manufacturing initiative with a long-term goal of producing one terawatt of compute hardware each year.
SpaceX said solar manufacturing ... at the Bastrop site — sometimes referred to as Terafab — is planned to produce 10 GW per year of solar cells across two production floors, each rated at 5 GW....
After absorbing Elon Musk’s AI startup xAI in a stock-based deal earlier this year, SpaceX spent a staggering $12.7 billion on AI infrastructure in 2025 alone. It is also partnering with Tesla on a chip-making project called ‘Terafab’ to build its own AI hardware.
Fox Business reported that Musk said Terafab will be two fabs in Austin, Texas, with one focused on Tesla chips and the other on chips for SpaceX’s space-based data centers. Fox Business also reported that Musk said the project is meant to meet demand for computing power that the companies cannot get from outside suppliers.
Land already being acquired in Grimes County, Texas. LINK: https://finance.yahoo.com/sectors/technology/articles/elon-musk-terafab-could-ultimately-133300516.html · AI1 Orbital Data Centers: Revealed June 8th.
SpaceX CFO Bret Johnsen said the initial orbital data centers will use Nvidia hardware, while longer-term versions are expected to rely on radiation-hardened chips from Terafab, the semiconductor project SpaceX is developing with Tesla and Intel.
The S-1 explicitly classifies the space data center business as "high-risk, unproven early-stage technology" that may never achieve commercial success. The ultimate verdict on whether SpaceX can turn its orbital AI blueprint into a profitable reality will depend not on the IPO pop this Friday, but on whether the company's vertical integration strategy—combining Starship's low-cost launch, TeraFab's radiation-hardened silicon, and the Gigasat factory's mass productio
The chip plans sit inside Musk's broader semiconductor push. The company’s proposed Terafab project would involve Tesla, SpaceX, xAI and Intel Corp.
Tesla and xAI already collaborate on Tesla's Full Self-Driving technology, and xAI's Grok is integrated into Tesla vehicles and Optimus robots. Meanwhile, xAI buys energy storage systems from Tesla, and the companies are collaborating on a chip manufacturing initiative called Terafab.
Tesla holds a stake in SpaceX, the two are jointly developing a chip manufacturing project called Terafab, and SpaceX spent $131 million on Cybertrucks in 2025, according to SpaceX's IPO filing.
TeraFab delivers a major win for U.S. semiconductor sovereignty. Musk has repeatedly highlighted geopolitical risks, noting that reliance on overseas fabs—particularly in Taiwan—leaves critical technologies vulnerable to conflict or export controls. A domestic facility of this magnitude directly supports the goals of the CHIPS and Science Act by expanding advanced-node manufacturing capacity on American soil.
"Rubin ramp at xAI is perhaps the reason for Google and Anthropic approaching xAI with large multi-year contracts," it noted, pointing to a combined $75 billion in agreements between xAI and the two companies. On the semiconductor equipment side, Lynx sees Lam Research, Applied Materials, ASML, and KLA as key beneficiaries of Terafab’s buildout, with wafer fabrication equipment demand of roughly $25 to $30 billion expected over 2027-28.
TeraFab, Elon Musk, ASML, semiconductor manufacturing, High-NA EUV, Intel 14A, 2nm chips, AI compute, chip shortage, Christophe Fouquet.
Kwak boosts Hanmi Semiconductor stake, signals confidence in Terafab supply Chairman Kwak Dong-shin of HANMI Semiconductor disclosed on the 16th that
ASML shares slipped 0.44% to €1,501.80 after a sharp AI-fueled rally, as investors shift focus from Elon Musk’s Terafab praise to whether it will drive real equipment
The rest of the valuation is a wager on terminal value, on a future still over the horizon. Server farms in orbit carried up by a Starship that is running behind. A chip plant Musk has nicknamed the Terafab and has not yet been built. Settlements on Mars.
“Texas is where the integrated ... Abbott, said in a statement. Elon Musk's company is building Terafab to create chips for its Starlink broadband internet satellites and other future projects....
ATX companies on Fortune 500 list help push Texas past California · Samsung driving an Austin-area explosion of Asian business investment · Kyle company now supplying Samsung's Taylor fab as operations ramp up · Musk-linked entity buys likely Terafab site near College Station