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Intel stock is rallying as investors increasingly view the company as a critical AI manufacturing and infrastructure partner behind the massive Terafab project.
The filing also revealed plans to launch a money product offering payment, banking and other financial services. The company plans to deepen strategic collaboration with Tesla and Intel through a project called Terafab.
The Terafab project is meant to increase chip supply capacity as SpaceX's and Tesla's demand for chips climbs faster than their manufacturing partners are willing to expand production capacity.
Tesla and SpaceX announced Terafab, a joint venture designed to consolidate every stage of semiconductor production under one roof.
At the heart of this transformation is the company’s “Terafab” semiconductor project, humanoid robots, autonomous robotaxis, and tight collaboration with SpaceX on custom chips and space‑based systems.
The ambitious Terafab effort targets AI’s next constraints – chip supply, power limits, and scaling – by bringing silicon production in-house.
A Terafab chip complex in Texas involving Tesla and SpaceX could require at least $55 billion in investment, with some estimates climbing as high as $119 billion depending on future development phases, WSJ noted. The company is simultaneously investing heavily in launchpads, satellite manufacturing, solar-cell production and low-Earth-orbit infrastructure.
The centrepiece is the MATCH Act, which would require the Netherlands and Japan to align DUV lithography export restrictions with US rules within 150 days or face unilateral enforcement, cutting off ASML’s remaining China sales and banning servicing of existing machines. China has already enacted comprehensive supply chain security regulations and rare earth restrictions, while the US simultaneously builds domestic capacity through CHIPS Act investments and the $25B Terafab project.
HSBC also noted that increasing momentum at Samsung and Terafab could provide additional upside for the company. Earlier in the week, on May 5, Seaport Research also initiated coverage of Applied Materials with a Buy rating and a $500 price target. The firm said Applied appears to be the best-positioned company among global wafer fabrication equipment suppliers. While the company does not hold ASML’s monopoly position in EUV lithography...
Neutral Sentiment: Commentary around Elon Musk’s “Terafab” and Intel’s role as a manufacturing partner continues to fuel speculation that Intel could become a key AI infrastructure supplier over the long term.
I’d estimate Capex for Tesla and SpaceX likely is in the area of $40 Bn. in 2026, if not higher. Because TeraFab, xAI now SpaceX AI, and Orbital compute plans doesn’t come cheap. They barely make any money compared to their IPO valuation.
Ron Baron on CNBC: 1. Starlink will be worth up to $14T 2. SpaceX will be worth $10T – $30T or more 3. $1B IPO order 4. Would NOT bet on SpaceX-Tesla merger 5. Terafab saves big margins, 50X chips needed 6.
According to reports at the time, Terafab is designed to produce chips for Tesla vehicles, Optimus robots, and high-powered space computing applications — targeting 1 trillion watts of computing power per year.
Pilot-scale fab at Giga Texas to test chip technologies as Terafab initiative advances with SpaceX and Intel involvement
Total investment in the mega semiconductor plant 'Terafab' that Elon Musk (일론 머스크) is pursuing in eastern Texas could reach as much as $119 billion (about 172.43 trillion won), it has been found.
Intel has the catalysts. The earnings beat was real. The foundry customer traction is becoming more visible. The Terafab commitment is enormous. Nvidia’s $5 billion investment adds strategic credibility.
The partnership suggests the potential SpaceX Terafab semiconductor facility could be a game-changer for the region. Tom Johnson, CEO and president of the Greater Brazos Partnership, said the project carries a total investment estimate of up to $119 billion. “We think just the operations alone is going to support over 2,000 jobs in the economy.
Robotaxi service performance: In ... scheduled. Terafab chip gamble: Tesla is investing $119 billion in Austin-based chip factories to secure AI hardware for Optimus, EVs, and SpaceX data centers....
Excerpted with edits: https://itif.org/publications/2026/04/20/explaining-the-relative-competitive-decline-of-americas-automotive-industry/ Intel shares rose 114.1% in April 2026. Why? Market analysts argue: 1) Intel’s Foundry-branded chip manufacturing services scored a couple of wins. The unit signed a long-term partnership with Tesla making Intel a founding partner of the upcoming Terafab chip-making facility (although details were vague).
Apple is said to be one of the customers expected to use 14A. Elon Musk’s TeraFab is expected to use it for its own AI chips. Tan reckons Chipzilla will go up against TSMC’s 1.4nm technology at the same time.