All 3232 headlines in chronological order — Page 38
Since it was first announced, there has been much ink spilled on the Terafab project between SpaceX (SPCX) and Tesla (TSLA). Now, Oppenheimer believes the semiconductor project is “critical” to the valuation—and future—of SpaceX.
Elon Musk's Terafab gets OK from Grimes County school districts for $55B semiconductor plant
Grimes County is where Elon Musk’s proposed Terafab chipmaking site may be located on Wednesday, June 3, 2026.Elizabeth Conley/Houston Chronicle
Oppenheimer believes Terafab could give SpaceX greater control over the chips needed for orbital AI computing.
Notably, ASML reached a significant milestone in High-NA EUV adoption, with Intel deploying the next-generation lithography system to produce part of its flagship Panther Lake laptop processors using the 18A process, according to its press release. [News] Tesla Elon Musk Discusses TeraFab at ASML Conference; Project Expected to Spur EUV Tool Orders
In their note, they examined the “Terafab” AI chip partnership with Tesla (TSLA) and Intel (INTC), saying the effort “will require perfect execution” but is “critical to leveraging its unique models/data/infrastructure to support [SpaceX’s] valuation.”
But Nvidia’s continued success has inspired a wave of challengers who are eager to develop their own AI chips and carve out a slice of the industry for themselves. In fact, tech companies may have no choice but to ramp up their chip investments as the AI race starts to revolve around physical infrastructure, putting pressure on Nvidia to adapt once again — or risk losing the upper hand. More AI Chip NewsWhat Is Elon Musk’s Terafab Project?
SpaceX's Terafab Is Difficult but Necessary Project Critical to Valuation, Business, Oppenheimer Says
In terms of foundry, HSBC called Intel's foundry business too good to ignore. The firm believes that it positions the company as a credible TSMC alternative given fabrication and packaging constraints elsewhere. HSBC highlighted that Intel has already signed Terafab and Apple as customers and is in talks with Google and Nvidia.
CFO Roger Dassen told reporters that the capacity expansion takes into account the needs of new customer Terafab, which Elon Musk is building in Texas to supply chips to SpaceX and Tesla.
I'd guess it's also worth noting Terafab at a mere $5-13 trillion for the full scale facility. ... Hardware in terrestrial data centers has value beyond its "state of the art" lifetime, it can be resold to users who aren't as operating cost sensitive, and even recycled to recover the value of its materials. Orbital ...
"We're in dialogue with all our customers and we know ... what their building plans are," Chief Financial Officer Roger Dassen said on a call. "Terafab is also part of those plans." • Dassen said the number of high-numerical aperture extreme ultraviolet lithography (EUV) systems shipped globally was in the low-single digits.
IOLA, Texas (KXXV) — A multibillion ... approved "JETI" tax agreements for the gigantic SpaceX Terafab project, planned at the site of the old Gibbons Creek reservoir. The facility is expected to create thousands of jobs....
Elon Musk has announced plans to build a massive semiconductor manufacturing facility called the 'Terafab' in Austin, Texas. ... The project aims to address the global shortage of high-end chips required for robotics, autonomous driving, and ...
High NA EUV lithography is set to take off in the next few years, with Intel now qualifying the technology for 18A layers. Elon Musk's Terafab Project is potentially a very lucrative endeavor for ASML.
Published: Jul. 14, 2026 at 9:37 PM CDT ... GRIMES COUNTY, Texas (KBTX) -Anderson-Shiro CISD has voted to approve all four JETI tax incentive agreements tied to SpaceX’s proposed Terafab semiconductor manufacturing facility in Grimes County.
In particular, Elon Musk plans to begin operating Terafab in Austin, Texas, in 2028.
The activity extends beyond traditional semiconductor companies. In Grimes County, SpaceX is developing a chipmaking facility that the company has said will support its satellite and spacecraft operations, underscoring the growing demand for advanced chip technologies across multiple industries. The proposed facility, which SpaceX is calling Terafab, is still in its early stages.
Tesla's Optimus humanoid robot and Terafab chip project position it as the timelier Elon Musk buy over SpaceX's orbital data center bet.
Provide more educational interventions ... a bigger challenge, and provide employee raises to help us continue to draw the best and brightest teachers,” said Alec Pointer, the Iola ISD School Board President. The community of Iola has a population of just over 300, with the Terafab project bringing ...