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Strategic validation stacks up. Intel Xeon 6 was picked as host CPU for NVIDIA’s DGX Rubin NVL8 systems, Google signed a multiyear deal co-developing custom ASIC IPUs, and Intel joined the Terafab project alongside SpaceX, xAI, and Tesla. Cash sits at $17.25 billion, up 92.77% year over year, with $5 billion from NVIDIA and $2 billion from SoftBank on the balance sheet.
Personally, I think Tesla, Prime Capital’s largest position, is a standout conviction holding, given the sizeable weighting and the potentially explosive growth profile to be had as the firm looks to robotics (Optimus), FSD, the rise of the Terafab, and other growth levers the market might still be missing for the seemingly high multiple today.
While the public notice about the potential tax abatements does not mention Terafab — a $20-plus billion joint venture of Musk’s Tesla Inc., xAI and SpaceX — by name, it describes the project as a "multi-phase, next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility, which would represent a transformative investment in domestic semiconductor manufacturing capacity."
In other words, it sells the high-tech equipment that layers, etches and inspects silicon wafers. That means AMAT stock rides the waves in chip demand, like the current one for AI and memory chips. The firm has unveiled new tools, too, most notably deposition and etch systems for the “angstrom-era” 2-nanometer (2nm) and beyond chips.
For Applied Materials, being approached for Terafab is less about a single order and more about access to a potential multi company AI chip program that aims to run on cutting edge 2-nanometer process technology. Musk’s team is asking for tools across the stack, from deposition and etch to testing, which lines up with Applied’s broad equipment portfolio and its recently announced systems for Gate All Around transistors at 2nm ...
Terafab aims to enhance chip supply capacity to meet the growing chip demands of SpaceX and Tesla. The $75 billion raised from SpaceX’s IPO could serve as a primary source of financing for this project.
To realize the vision of orbital data centers, SpaceX submitted a license application in February to launch as many as 1 million satellites to serve as data centers. SpaceX has also partnered with Tesla (TSLA) to launch the chip manufacturing project Terafab, aiming to achieve self-sufficiency in chip production and reduce costs.
Bloomberg’s Ian King profiles Intel CEO Lip-bu Tan, who has achieved many quick, high-profile wins since his appointment as CEO last year. Despite investor optimism and White House backing, Intel’s developments over the past year seem mostly external-facing and light on details (such as a deal with Tesla and SpaceX to build Musk’s Terafab).
Tan framed the setup bluntly, arguing ... and advanced packaging offerings." Strategic validation stacks up. Intel Xeon 6 was picked as host CPU for NVIDIA's DGX Rubin NVL8 systems, Google signed a multiyear deal co-developing custom ASIC IPUs, and Intel joined the Terafab project alongside ...
Tan framed the setup bluntly, arguing ... and advanced packaging offerings." Strategic validation stacks up. Intel Xeon 6 was picked as host CPU for NVIDIA's DGX Rubin NVL8 systems, Google signed a multiyear deal co-developing custom ASIC IPUs, and Intel joined the Terafab project alongside ...
Tesla has selected Intel’s next generation 14A manufacturing process for its Terafab project, with SpaceX also planning to use the technology. The decision represents Intel’s first major external foundry win on an advanced node with a high profile customer.
Recognising the challenges faced by semiconductor supply chains, SpaceX recently announced that it will be building a $55 billion semiconductor manufacturing and advanced computing facility called Terafab.
Wedbush analyst Dan Ives said Terafab could help address future chip and memory supply constraints expected to shape the next phase of AI development, calling the initiative an early step toward Tesla’s long-term AI infrastructure strategy ...
According to a report by Bloomberg, the team tasked with bringing Terafab to life has been hard at work lately, aggressively tapping suppliers to secure pricing and delivery times. The report states that Musk's team has already approached Applied Materials Inc., Tokyo Electron Ltd., Lam Research Corp., and Samsung Electronics Co.
Earlier this month, Apple and Intel reportedly reached a preliminary agreement that would see Intel make some chips for Apple devices, and Tesla CEO Elon Musk said in April he plans to rely on Intel's future chips for his $119 billion Terafab ...
Tesla (NasdaqGS:TSLA) has outlined a Terafab semiconductor facility in Texas focused on AI and autonomy chips. The company is working with SpaceX and Intel on advanced chip production to support self-driving and AI workloads.
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TrendingApple Nvidia TSMC AI Search NTN Convergence Inference Era AI Advanced Packaging · Trending · SUBSCRIBE · CONNECT WITH US · Home Tech Semiconductors · Elaine Chen, DIGITIMES Asia, Taipei Apr 23, 2026, 11:30 0 · Credit: AFP · Tesla plans to use advanced semiconductor manufacturing technology from Intel in its ambitious Terafab project, a development that could mark a significant milestone in Intel's efforts to re-establish itself as a leading global chip foundry.
A12 · a13 · advanced packaging · co-packaged optics · cowos · EUV lithography · High-NA EUV · N2U · TSMC · AIGamingApr 24, 2026 · NewsPC HardwareApr 24, 2026 · AINewsApr 24, 2026 · Previous Article · Intel lines up Arc G3 handhelds for Computex · Next Article · Musk drags Intel 14A into Terafab plans ·
Tesla becomes Intel's first major 14A customer, feeding chips into Musk's Austin Terafab — a lifeline for Intel's foundry ambitions.