SpaceX's in-house PCB ambitions unlikely to dent Taiwan suppliers, industry says

Tesla confirms equipment orders for TeraFab, targets in-house chip production to break supply bottleneck Electric Vehicles ... With SpaceX's first public earnings report approaching, investors are looking for fresh insight into the company's operations and future satellite deployment plans, viewing the results as an important barometer for the global satellite communications market.

Tesla Optimus Production Timeline 2026: Status & Start Date | RoboZaps Blog

Tesla's AI5 chip "will initially go into Optimus," ahead of the cars. And Musk said Tesla expects "to announce a location soon" for its Terafab chip plant, "without which we will be constrained in our ability to scale Optimus production, because we simply won't have enough AI chips."

Tesla reports rising revenue amid talk of a merger with SpaceX

The site of the demolished Gibbons Creek Power Plant in Grimes County, about 15 miles east of College Station, is seen on June 7. The site and surrounding area are the approximate location of the proposed SpaceX Terafab semiconductor chip manufacturing plant. (Jay Janner/Austin American-Statesman)

Elon Musk: Terafab is 'necessary' to scale Optimus

Wed, July 22, 2026 at 6:32 p.m. EDT · Elon Musk explains that Tesla's (TSLA) new Terafab development facility in Austin will bring lithography, logic, memory, packaging, and testing under one roof to accelerate AI chip development necessary ...

Tesla, Inc. (TSLA) Q2 FY2026 earnings call transcript

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 that regard.

TESLA (1TSLA.MI) Q2 FY2026 earnings call transcript

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 that regard.

Terafab Construction: 5 Details That Matter Right Now

According to background research, the current construction activity is taking place on the North Campus of Giga Texas in Austin, which is designated for initial prototype fab operations. The full-scale Terafab manufacturing complex is separately planned for Grimes County, Texas, near the Gibbons Creek Reservoir.

SpaceX Hosts First Earnings Call Since Its IPO. Is SpaceX a Buy Ahead of the Aug. 4 Earnings Release? | The Motley Fool

SpaceX's February 2026 acquisition of xAI is instrumental in its AI compute constellation plans because it effectively gives SpaceX a major internal customer and a sandbox for testing satellite performance. What's more, SpaceX, xAI, and Tesla are collaborating on the Terafab facility in Texas to mass-produce AI chips, enabling these companies to secure their own compute rather than relying on other suppliers.