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... Musk acknowledged the expanding relationship between his companies during Tesla's earnings call: "There's more and more overlap, especially with Terafab," Musk said, referring to the multibillion-dollar chip-manufacturing venture in Texas.
The closer you look, the more amazed you are. Optimus will have that capability. It will have human and then superhuman dexterity. It’s really going to be quite something. Let’s see, Terafab. The Terafab, we expect to announce a location soon, and provide more details about our plans in ...
The unit secured Elon Musk's Tesla as a customer for its next-generation 14A process for the "Terafab" AI chip project. Expectations of another high-profile win rose in April after President Donald Trump announced that Apple had agreed to make processors with Intel.
The unit secured Elon Musk's Tesla as a customer for its next-generation 14A process for the "Terafab" AI chip project. Expectations of another high-profile win rose in April after President Donald Trump announced that Apple had agreed to make processors with Intel.
The Terafab project is part of Tesla’s broader plan of increasing control over critical technologies that underpin its AI ambitions.
Terafab was announced by Musk back in March and was essentially a massive, vertically integrated semiconductor manufacturing project that would provide all the chips the three companies needed for their AI initiatives without needing third-party ...
On July 22, Eastern Time, analyst Gene Munster increased the probability of a SpaceX-Tesla merger to 90%, following substantive discussions during Tesla's Q2 earnings call. Musk noted growing operational overlaps, particularly via the Terafab ...
Tesla shareholders on Wednesday expected to hear progress on the company’s ambitious goals for self-driving “robotaxis” and humanoid robots, as well as plans for the Terafab facility.
Musk’s stated goal is for Tesla’s chips to end up as the highest-volume AI silicon in the world, spread across millions of cars and, eventually, a large number of Optimus units. Backing all of this is Terafab, a large in-house chip fabrication effort near Tesla’s Austin campus, built with SpaceX and, more recently, Intel as a manufacturing partner.
Musk again touted the potential of Optimus robots and said he hopes to announce the location for the chip-focused Terafab facility soon. Tesla has already placed equipment orders for a development fab facility in Austin that will allow it to have a very fast iterative cycle in trying new chip designs that might be especially useful for the Optimus project.
In that world, compute is not a back-office utility. It is part of guidance, navigation, communications, and survival. That is why Tesla’s semiconductor push belongs in the same conversation. Reuters also reported that Tesla has been recruiting Taiwan-based engineers for Terafab, described in job listings as a vertically integrated semiconductor factory spanning logic, memory, packaging, testing, and mask production.
Tesla is continuing to work on ... AI-focused logic and memory ... TERAFAB will be an absolute necessity for logic, memory, and packaging of chips required for AI, whether in vehicles, for training, or for rob...
- 10M/yr in Texas (under construction) • Autonomous Cybercab Production at Giga Texas: the second largest building in the world by volume. • Terafab Semiconductor chip production in Texas (with memory) totaling 100M sqft...
In Tesla's earnings call, Musk deflected a question about a possible tie-up following months of speculation: "We can't talk about, you know, combining companies and that kind of thing on an earnings call—it has got to be done with the appropriate process." Musk did note there is "more and more overlap" between his two firms, pointing to Starlink's integration in Cybertrucks, and TeraFab, a proposed AI chip manufacturing venture between Tesla, SpaceX and the for
The Fremont factory has halted Model S and Model X production to make room for Optimus lines, while key suppliers including Samsung, TSMC, Panasonic, and Micron are investing billions to build a supply chain that largely does not exist. Musk also acknowledged growing operational overlap between Tesla and SpaceX — including Grok AI, Starlink connectivity, and the joint Terafab chip project — but declined to discuss merger speculation on the earnings call.
Developed jointly by Tesla and SpaceX, Terafab is a large-scale semiconductor manufacturing project that Musk described as critical to Tesla's future. The facility will help produce the AI chips needed to scale Optimus, Tesla's humanoid robot.
Tesla already supplies batteries and manufacturing technologies for some SpaceX projects, while the companies are jointly developing Terafab, a semiconductor manufacturing facility designed to produce artificial intelligence (AI) chips.
Tesla has placed equipment orders for an in-house semiconductor development facility in Austin it calls TeraFab, CEO Elon Musk confirmed during the company's Q2 2026 earnings call on July 22, marking a significant step toward chip self-sufficiency.
Additionally, Tesla also began ... in Texas. Additionally, the company is developing its Terafab chip manufacturing facility with SpaceX and Intel to support future AI infrastructure....
Tesla's remarks came as Musk discussed the company's plans to build Terafab, a semiconductor development facility intended to accelerate production of custom AI chips for projects including Optimus.