Intel-Apple Chip Deal Signals New Chapter in US Semiconductor Push

Intel has also reportedly secured major agreements with other technology leaders, including a $5 billion deal with NVIDIA to manufacture PC and data centre CPUs. The company is also said to be producing chips for Elon Musk’s Terafab project linked to Tesla, SpaceX and xAI.

Intel shares soar on Apple chip deal report. Here’s why it signals a total pivot for chipmaking

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

SpaceX has a $55 billion plan to build AI chips in Texas | The Verge

The Texas plant will be run by SpaceX and Tesla and make chips for both companies, which Musk has said will be used for AI, robotics, and space-based data centers. Last month, Intel announced that it would help design and build Terafab, saying, “Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics.”

Intel, Tesla & SpaceX Join Forces on Terafab Chip Project

The project at the center of it, called Terafab, is a joint initiative to build a dedicated chip fab in Austin, Texas, aimed at producing the next generation of processors for autonomous driving, humanoid robotics, and space-based computing.

Apple and Intel to Partner in Major Chip-Making Deal: Boost for Intel's Manufacturing, ETTelecom

Commerce Secretary Howard ⁠Lutnick has met repeatedly over the last year with high-ranking Apple officials, including top boss Tim Cook, SpaceX chief Elon Musk and Nvidia head Jensen Huang, to try to convince them to get into business with Intel, the WSJ report said. ... Last month, Musk said Tesla will 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.

Intel stock triples under Lip-Bu Tan as Trump, Musk, and Apple relationships outpace the manufacturing execution the company still needs

The stock surge that followed reflected not just the earnings beat but a broader reassessment of Intel’s position in the AI ecosystem, driven in part by Nvidia CEO Jensen Huang’s public statements that CPUs will play a major role in AI data centres alongside GPUs. The optimism is real but conditional. Investors who bid up the stock are pricing in a future in which Intel’s manufacturing becomes competitive, Apple and other customers place orders, the Terafab project delivers on its ambitions, and

Why is Tesla stock rallying today? By Investing.com

Tesla’s recent performance reflects a 19% rebound in stock value over the past month, despite a year-to-date decline. A reported SpaceX–Tesla Terafab plan, which proposes a vertically integrated chip and computing plant targeting 2nm chips with a potential investment of $55–119 billion, ...

Texas Chip Project Terafab Could Cost Up to $119 Billion

Elon Musk is considering a Grimes ... in March, the Houston Chronicle reported. Terafab aims to bring together the major stages of semiconductor production in one place, including chip fabrication, memory, advanced packaging, and related manufacturing processes needed to produce ...

Intel to manufacture Apple chips in major agreement, WSJ reports

Nvidia head Jensen Huang, to try to convince them to get into business with Intel, the WSJ report said. Last month, Musk said Tesla will use Intel's next-generation 14A manufacturing process to make chips at its Terafab project, an advanced ...

Apple to use Intel chips after companies hammer out deal, WSJ reports

Commerce Secretary Howard Lutnick has met repeatedly over the last year with high-ranking Apple officials, including top boss Tim Cook, SpaceX chief Elon Musk and Nvidia head Jensen Huang, to try to convince them to get into business with Intel, the WSJ report said. Last month, Musk said Tesla will 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.

SpaceX (SPACE) Unveils $55B Investment for Terafab Project

The announcement of SpaceX's Terafab project marks a significant investment in the semiconductor industry, which is crucial for technological advancements across various sectors. The project aims to revolutionize the fabrication of semiconductor chips, potentially leading to increased demand for companies like Intel, which is a leading digital chipmaker.

Everything we know about the Tesla 'Model 2'

The TERAFAB initiative outlines an ambitious future where massive amounts of compute are shifted directly into orbit. These space-based datacenters, deployed alongside the ever-expanding Starlink satellite constellation, possess an absolute ...

SpaceX Files Plans for $55B Semiconductor Fab in Texas

According to manufacturing industry reports, Elon Musk announced plans in March 2026 for two advanced semiconductor factories in Austin, Texas — a project known as Terafab — aimed at producing chips for SpaceX, Tesla, and xAI.

SpaceX Unveils $55 Billion Semiconductor ‘Terafab’ in Texas — Semiconductor Project News

SpaceX has proposed an initial $55 billion investment to develop a large-scale semiconductor manufacturing complex in Texas, according to newly released regulatory filings. The planned facility, known as Terafab, is being developed in collaboration with Tesla as part of Elon Musk’s broader push to secure in-house chip production capacity for artificial intelligence and advanced computing applications.

Why Intel Is The Secret Winner Of The Elon Musk Terafab Buildout

Lam Research’s technology facilitates the precise etching of through-silicon vias (TSVs) needed for this packaging. The products from the company could fulfill Terafab's requirements for compact, high-performance designs that typical automotive chips do not need.