All 2192 headlines in chronological order — Page 63
Terafab, if it proceeds, would make Intel a third foundry in Tesla's supply chain, covering chips for AI, robotics, and space applications. The United States government has spent years and billions of dollars in CHIPS Act funding trying to bring ...
Timothy Arcuri (UBS): Sought clarity on the TeraFab partnership’s impact on the foundry model. Lip Bu Tan described it as a broad, innovative process partnership, while Zinsner noted demand for advanced packaging is now in the “billions of dollars per year” range.
Third, and perhaps the most significant for the long term: Tesla CEO Elon Musk confirmed on Tesla's Q1 earnings call that Tesla will source Intel's next generation 14A manufacturing process at Intel's Terafab in Austin, Texas, to produce chips for Tesla's cars, robotics division, and yet-to-be-built SpaceX orbital data centers. Intel CFO David Zinsner told CNBC that he now expects advanced packaging to bring Intel billions of dollars per customer, up from hundreds of millions
On April 9, Intel's Foundry-branded chip manufacturing services scored a couple of massive wins. The unit signed a long-term partnership with Tesla (NASDAQ: TSLA), making Intel a founding partner of the upcoming Terafab chip-making facility. At the same time, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) committed to using Intel Xeon processors and jointly developed accelerators in Google Cloud's AI operations.
With Ranade becoming Intel’s permanent CTO after first taking on the role in December, his responsibilities will include the advancement of its technology strategy, the oversight of special technology projects like the Terafab initiative with Elon Musk, and the development of “critical emerging areas” such as quantum computing, neuromorphic computing, photonics and novel materials, according to Tan’s memo.
Hynix Semiconductor Inc · Nvidia supplier SK Hynix hails ‘structural shift’ after another record quarter · Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch · April 22 2026 · Intel Corp · Intel lifted as Musk says his Terafab will use its latest chipmaking tech ·
That's the exact reason that Terafab is being built. Intel and Tesla will be building a crazy scale up of fab production. Basically about doubling global production and possibly more.
More recently, Intel announced a multiyear collaboration with Alphabet's Google for its Xeon processors; its Xeon 6 was selected as the host CPU for Nvidia's DGX Rubin NVL8 systems; and it joined the Terafab semiconductor project alongside SpaceX, xAI, and Tesla.
That Google deal just confirms that Xeon is a real winner in the AI cloud infrastructure stakes. And that Tesla/Terafab foundry win? just proves 14A can attract all sorts of advanced-node external customers. The US government's got a vested interest in Intel's manufacturing success now, what with their CHIPS Act equity stake.
Positive Sentiment: Reports highlight progress on Elon’s “Terafab” manufacturing initiative — faster, lower‑cost fabs could materially reduce vehicle and robot production costs over time if successful.
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Tesla CEO Elon Musk has reportedly asked the chip industry suppliers for his Terafab chipmaking project to move at “light speed” in an effort to help Tesla and SpaceX manufacture the AI chips they need.
April 22 (Reuters) - Tesla CEO Elon Musk said on Wednesday the EV maker plans to use Intel's next-generation 14A manufacturing process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin.
April 22 (Reuters) - Tesla CEO Elon Musk said on Wednesday the EV maker plans to use Intel's next-generation 14A manufacturing process to make chips at its Terafab project, an advanced AI chip complex Musk has envisioned in Austin.
Reduce dependency-driven bottlenecks ... new “terafab” approach aims to meet soaring AI compute demand by building logic, memory, and advanced packaging together in one tightly integrated operation....
April 15 (Reuters) - Elon Musk's staff have reached out to chip industry suppliers for his Terafab AI chip complex project with SpaceX and Tesla, Bloomberg News reported on Wednesday. The team has approached companies including Applied Materials, Tokyo Electron and Lam Research, and has asked chip manufacturing partner Samsung Electronics Co for support, the report said, citing people familiar with the matter.
Intel also joined Elon Musk’s Terafab chip complex in Austin. Tesla has signaled plans to use Intel’s forthcoming 14A manufacturing process for future vehicles and robots. The company reported 90% yield rates for its EMIB packaging technology, a manufacturing benchmark watched closely as demand for advanced chip packaging rises across the semiconductor sector.
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The speculation follows Tesla’s (TSLA) confirmed commitment to use Intel’s next-generation 14A process node for its Terafab chip manufacturing complex in Austin, Texas. During Tesla’s first-quarter earnings call, Elon Musk said the facility will produce chips for Tesla vehicles and robots as well as for SpaceX orbital data centers.
Design commitments from external customers are expected to begin in the second half of 2026. The partnership with Tesla, SpaceX, and xAI’s Terafab project, announced alongside these results, is the first major external signal that 14A is a production-credible target.