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Click to expand... I could see this happening. Alphabet is going to have Intel make TPU's for them. And Intel will be working with SpaceX on their Terafab to make chips based on Intel's 14A process. ... I’ll take the TSMC flavor please.
Additionally, Musk’s two companies are already deeply intertwined through shared semiconductor fabrication at their joint TERAFAB facility in Austin, cross-company supply chain transactions, and Tesla’s $2 billion investment in xAI prior to the SpaceX-xAI merger.
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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.
Musk estimates all existing chip fabs produce just 2% of SpaceX's future computing needs, driving plans for Terafab and orbital data centers. Intel, Tesla, CoreWeave, and GlobalFoundries top SpaceX's possible acquisition list as it builds ...
The foundry business is just beginning with their large Terafab announcement as well as overflow demand from the great N3 shortage. To truly capitalize on this special moment, Intel must be the great supplier of the rest of the industry hungry for leading edge wafers.
The Stock Has Already Reacted by ... Musk’s $55B Terafab Push Puts ASML Stock at the Center of the AI Chip Supply Race by TipRanks Jun 07, 2026 4:48am ET The Week That Was, The Week Ahead: Macro and Markets, June 7 by TipRanks Jun 06, 2026 11:02am ET TSMC Options Flash Volatility ...
Given its importance to Terafab and its fantastic results, it may not come as much of a surprise, then, that Musk boasted about the company. Recently, in a post on social media, he said, "ASML should be treasured and supported.
Alongside these efforts, SpaceX is leading Terafab, a $119 billion semiconductor manufacturing facility in Austin, Texas, being built as a joint venture with Tesla, xAI, and Intel. The facility is designed to produce two types of chips: an edge-inference processor for Tesla’s vehicles and Optimus robots, and a radiation-hardened variant for SpaceX’s orbital AI satellites...
This is something we will try to do and believe we can probably do: by the end of next year, achieving an annualized rate of about 1 gigawatt in space AI computing power. Then, from a vision standpoint, scaling up an order of magnitude each year. That is, in two and a half years, achieving an annualized 10 gigawatts in space. In three and a half years, perhaps 100 gigawatts. Then, depending on global chip manufacturing and TeraFab's progress, continuing to exceed that scale, reaching 1 tera
Foxconn is partnering with Apple and Nvidia on large server and supercomputer manufacturing facilities near Highway 249 and Beltway 8, while Sugar Land-based Applied Optoelectronics has been expanding in Sugar Land, Missouri City and Pearland. Elon Musk's semiconductor joint venture Terafab has secured an economic incentive package from Grimes County for a semiconductor manufacturing campus northwest of Houston.
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.
ASML Holding NV CEO Christophe Fouquet says the demand for AI infrastructure is still "enormous" and discusses the potential for data centers in space. Speaking during an interview on Bloomberg Television, Fouquet also says the company has to make sure it doesn’t experience supply constraints when servicing new projects such as on Elon Musk’s Terafab.
In March 2026, Tesla announced plans to collaborate with SpaceX and xAI (now part of SpaceX) to build TeraFab, billed as "the largest chip manufacturing facility ever." Intel (INTC +4.66%) joined the team in April.
The comments followed Musk's announcement a day earlier of plans to build "Terafab," an advanced AI chip complex in Austin. Led by Benchmark and EQT Ventures, the fundraise underscores surging investor appetite for space infrastructure bets as massive AI computing requirements strain terrestrial energy grids and data center capacity, even as space-based systems offer access to near-continuous solar power.
When SpaceX absorbed xAI a month later, that stake converted into nearly 19 million SpaceX shares, worth about $2.6 billion at the IPO price. And the two are also jointly building a chip-making plant in Austin, known as Terafab, meant to supply ...
Diamandis was even more certain, stating he believes the probability of Tesla merging into SpaceX is 100%, citing resource sharing and synergies between the two on Gigafactories and the TeraFab chip program as making a merger highly logical. On the hardware timeline, Shotwell expects SpaceX to launch its first dedicated AI satellite, "AI1," by the end of 2027. Before that, the company will deploy computing power on some Starlink broadband satellites for "canary" pilot tests t
The applications were filed under Terafab AI, LLC with both Anderson-Shiro and Iola, with four phases listed for each district. In Anderson-Shiro, the filings list about $10.37 billion in eligible investment for Phase 1, followed by $23.84 billion for each of phases 2 through 4, and 617 permanent jobs.
Kwak boosts Hanmi Semiconductor stake, signals confidence in Terafab supply Chairman Kwak Dong-shin of HANMI Semiconductor disclosed on the 16th that
A spokesperson for the Terafab indicated that the project is intended to manufacture semiconductors which will support advanced AI computing, space-based computing systems and orbital data centers, satellite infrastructure and next-generation aerospace technologies.