All 3042 headlines in chronological order — Page 96
The war in the Middle East is threatening to disrupt the supply of production materials for semiconductors such as helium and hydrogen, but TSMC said it had safety stock on hand and sources from multiple suppliers in different regions. The potential for greater competition has grown after Elon Musk last month announced plans for Tesla to build a “Terafab”, an advanced AI chip complex in Austin.
Nvidia CEO Jensen Huang has previously indicated that certain AI processors in its servers are manufactured by Samsung. Meanwhile, Elon Musk has publicly floated the idea of building a “TeraFab” to compete with TSMC.
To this, Elon Musk replied to Wei's recent statement, and clarified that SpaceX & Tesla will always be major customers of TSMC, and not competitors in the normal sense of the word.
For Q1 FY26, TSMC is reporting a revenue of $35.9 billion, up 6.4% Q-Q. During the earnings call, TSMC's Chairman and CEO, C.C. Wei, highlighted the company's current foundry ventures, updates on upcoming nodes, and also stated what he thinks about the competition & the situation regarding the current supply chain. Starting first with Intel, and its recent alliance with Tesla on the Terafab project, C.C.
During TSMC's earnings call this week, CEO C.C. Wei responded to the Terafab project, stating that Intel and Tesla are both customers and competitors of TSMC.
Το TeraFab σχεδιάζεται ... chip, λιθογραφία, κατασκευή, παραγωγή μνήμης, advanced packaging και testing κάτω από μία στέγη, με δηλωμένο στόχο 100.000 ...
Elon Musk said last month that he plans to rely on Intel’s future 14A chip node at his $119 billion Terafab planned for Austin, Texas, which is meant to make chips for Tesla, SpaceX and SpaceXAI. Intel CEO Lip-Bu Tan said in February that 14A will be in volume production in 2029. Intel already has major customers — such as Amazon and Cisco — for the advanced packaging side of its chipmaking business, in which individual chip dies and memory are bonded together to make things like a graphics proc
The outreach has already had some impact on markets, with Tokyo Electron (TOELY) shares rising 5.3% in Tokyo and other equipment makers such as Applied Materials and Lam Research seeing gains of more than 2% in pre-market trading.
Earlier this month, Intel announced it will play an unspecified role in Elon Musk’s “Terafab” project, helping the billionaire develop chips for artificial intelligence, spaceflight, self-driving cars and robots.
Meanwhile, the Terafab initiative has also drawn in its chip manufacturing partner Samsung Electronics, though Samsung is said to have suggested that additional capacity from its under-construction Taylor, Texas fab could be allocated to Tesla instead, Bloomberg notes.
Tesla/SpaceX’s Terafab project to build a massive chip foundry on US soil is gathering steam as people involved with the project reach out to chip equipment manufacturers like Applied Materials, Tokyo Electron, and Lam Research. Alongside Intel, which has already agreed to a partnership with Terafab, the project has also reached out to Samsung.
The team behind Elon Musk's ultra-large semiconductor manufacturing project "Terafab" has approached major global chip equipment suppliers to explore potential equipment deliveries, according to a report.
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May 6 (Reuters) - Elon Musk's SpaceX has proposed an initial investment of $55 billion to build a semiconductor manufacturing facility, called Terafab, in Texas, according to a filing made public on Wednesday.
The first milestone is a pilot line capable of processing 3,000 wafers per month, with silicon chip manufacturing targeted to begin by 2029. xAI Terafab has moved from announcement to active procurement, with teams from the Tesla and SpaceX ...
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.
Elon Musk’s lieutenants have reached out to chip industry suppliers including Applied Materials Inc., Tokyo Electron Ltd. and Lam Research Corp. for his envisioned Terafab, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips.
Elon Musk puso en marcha "Terafab", una nueva megafábrica de chips que SpaceX planea construir en Texas con el objetivo de reforzar la producción de semiconductores para inteligencia artificial, servicios satelitales y computación avanzada, un ...
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Why It Matters: Terafab is the $20–25B joint chip fabrication facility backed by Tesla, SpaceX, xAI, and Intel — designed to produce AI chips for FSD, Cybercab, Optimus, and beyond.