Notable Quotes

"TERAFAB: Under FTC number 20261601, Elon Musk received early termination approval on June 25th to acquire Mesh Optical Technologies Corp."

"Megapod is the perfect next layer: modular, self-contained units for rapid deployment anywhere there's grid capacity"

"Hanmi Semiconductor will invest 50 billion won in SpaceX to secure equipment supply for Terafab"

"When Terafab is built, Micron will lose Tesla and SpaceX as customers."

"Wild prediction of mine: $SPCX will get into memory with $INTC first stages of Terafab"

"Trump also cited other foundry commitments... Elon Musk committed to Terafab"

"Disgruntled ASML employees threaten to boycott Elon Musk conference appearance — staff express ire at political involvement and 'Nazi sympathies'"

"I wish him all the best"

"The core argument, that TSMC’s slowness comes from being a generalist foundry with 500 clients, not from physical limits, and that a single-design Terafab with AI-driven yield optimization changes the game, is both clear and compelling."

"The contrast between TSMC's 300-menu complexity and Elon's "In-N-Out" single-chip Terafab strategy completely deconstructs the skeptics' logic."

"SpaceX’s own filing admits Terafab has no timeline, no budget and no binding deal"

"SpaceX secured tax incentives on Wednesday for its proposed Terafab chip manufacturing project in Grimes County, Texas, despite fierce opposition from residents"

"County leaders have framed the Terafab proposal as a potentially transformative moment for Grimes County. Judge Joe Fauth called it a 'generational change.'"

"Elon Musk’s aggressive 12-year expansion timelines... will require an estimated 58,400 to 76,200 metric tons of pure tin per year"

"Grimes County residents voice concerns over SpaceX TerraFab facility"

"Neighbors near Gibbons Creek are calling for more information on a proposed reinvestment zone"

"HAS TALKED WITH ELON MUSK ABOUT PLANNED TERAFAB PROJECT, SAYING MUSK IS 'VERY SERIOUS'"

"He's very serious about all those projects"

"Elon Musk’s Terafab project in Grimes County could add up to $1 trillion over the next decade."

"You will see the elimination of #Terafab real time all thanks to Me, the only carrier of The Zero Point Energy aka The Zero."

"#Terafab will be destroyed by Me and I decide when, where and how."

"Elon Musk received around $34 billion in federal subsidies, incentives, contracts, and government support for Tesla and SpaceX"

"AMD designs CPUs and GPUs and outsources manufacturing to TSMC. Data Center now dominates, with the MI350 ramping as the fastest product in company history."

"Elon Musk’s Terafab is reportedly working with Intel Foundry, which is exactly the kind of high-profile second-source validation that gives Intel a credible runway to chase the segment."

"No chips = no AI race. No robotics revolution. Game over. Why building US fabs #Terafab is now a national emergency"

"Terafab needs Mediatek"

"If MediaTek is confirmed, it would make Terafab more credible"

"Tesla recently filed trademark applications for "Tesla Terafab" (wordmark) and the TERAFAB logo."

"our bottom-up analysis... $137B base, with a bear-bull range of $87B to $191B"

"pretend I don't deserve attribution when you make billions off TeraFab, SpaceX, NASA"

"pathologically lie about TeraFab and refuse to talk to its creator, me"

"The Terafab Concept Sculptural Prototype I have created for the facility’s lobby"

"SpaceX files plan for $55 billion Terafab chip facility in Texas"

"A new public filing says SpaceX, working with Tesla, is proposing a $55B Terafab semiconductor facility in Grimes County, with total investment potentially rising to $119B."

"The County of Grimes, Texas, will be home to SpaceX's Multiphase, next gen, vertically integrated semiconductor manufacturing and advanced computing fabrication facility. Estimated capital for initial phase is $55 billion. Estimated total investment of $119 billion."

"Terafab will produce 1 TW of compute per year (annualized). The green area shows how Terafab begins to close the supply to demand gap."

"To understand Terafab one needs to look at supply vs. demand of AI chips... Terafab isn't just about feeding Elon's companies, its about delivering needed compute to the entire future AI-ecosystem."

"Terafab is being built right now and is aiming for 1TW of compute... To put that into perspective, this capacity literally doesn't exist anywhere on Earth right now."

"Tons of silicon waste are discarded every single day at the world's largest chip factories. Elon Musk looked at that pile of trash and announced a $25 billion project to turn it into an $88 billion gold mine. How does this money-printing machine work? Terafab, for the first time in history, integrates chip design, manufacturing, and silicon recycling all under one roof."

"TSLA Q1 2026 실적발표가 끝났습니다... 3월 TeraFab 1·2편... 이 네 편이 오늘 컨콜에서 동시에 검증됐습니다."

"Terafab 93%"

"Forge Terafab Chips: Container replicator fab producing custom AI/power chips & sensors from local Si/Cu. Grok-optimized, CC0 open-source for xAI/Tesla/Optimus/Starship."

"Forge Mobile Von Neumann Replicator: container-sized, Starship-transportable self-replicating factory w/ Optimus, Terafab, Forge power. Solves all Musk supply chains. CC0 open-source."

"JDG-ERMS can realistically produce more than enough high-purity distilled / ultra-pure water (UPW) to meet Terafab’s projected annual needs, both initially and with Austin’s future growth."

"Musk asks suppliers to move at ‘light speed’ on Terafab project"

"Teams working for Elon Musk have reached out to major chip industry suppliers including Applied Materials, Tokyo Electron, and Lam Research, as well as chip manufacturing partner Samsung Electronics"

"get your act together. We're moving at light speed for terab."

"For a massive new project like TERAFAB to hit the ground running, Musk needs a way to bypass the ASML bottleneck."

"TERAFAB’s strategy relies on raw scale. Companies like Nvidia and Apple fight for ASML capacity because their chips must fit inside server racks with strict thermal limits or mobile phones..."

"EUV lithography tool supply remains limited globally, and the U.S. semiconductor ecosystem faces acute shortages of experienced process engineers, technicians, and yield specialists."

"the most uh epic chip building exercised in history by far"

"“the most epic chip building exercise in history by far.”"

"Elon's ecosystem could lap Nvidia by 10-100x. We are heading towards $100-trillion companies; Terafab is just one step towards getting there."

"Jeff Brown's latest special report called the Elon effect four critical supplier set for 200% gades from the terra fab."

"We aspire to be a galactic organ galactic civilization"

"Announcing TERAFAB: the next step towards becoming a galactic civilization"

"Long-term with full vertical integration and Terafab economics: orbital datacenter will trend below $24B/GW, while terrestrial benchmarks escalate past $80B"

"Custom ASICs define whether orbital compute economics work or don't"

"There's a $10 Billion Problem With Elon Musk's New Chip Factory"

"here's why it reeks of desperation"

"80% of the Terafab’s output expected to be on computer output for space-based orbital AI satellites"

"Chips for Optimus robots and solar-powered orbital AI data centers"

"this is the first step to ultimately what will be Tesla and SpaceX combining forces in a merger likely in 2027"

"We maintain our OUTPERFORM rating and our $600 price target"

"TERAFAB coin 10X in 1 day - Best entry before next Elon's tweet? ... this is Terrafab of course a new startup by none other than Elon Musk"

"The success of these initial nodes will determine if the "Orbital Intelligence" model is technically viable or if thermal management in the vacuum of space proves too costly. Strategic pivot..."

"California-based engineering and construction technology firm Terabase Energy says its new Terafab V2 automated solar array construction system has completed field testing and is ready for commercial ..."

"“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 is proud to join the Terafab project with SpaceX, xAI, and Tesla to help refactor silicon fab technology'"

"Intel has joined Tesla, SpaceX and xAI's $25B 'Terafab' project, confirming what was already obvious: Tesla isn’t actually going to build its own chip fab"

"will @Tesla_Optimus robots work at the new terafab factory? What role will they play and how much of a part of the workforce will they account for and willl it be more in the future? Will Terafab be fully automated in the future? What are the plans if any?"

"Factories that think. Systems that evolve. 🤖"

"Massive construction projects well underway & directly related to the Terafab announcement, Optimus & Test tracks!"

"This new Advanced Technology Fab will be ~2 million Sq Ft, which is about 1/5th that of the main factory, but the future Terafab will be over 100 million Sq Ft"

"100 million square feet is equivalent to: • 3 New York Central Parks • 15 U.S. Pentagons • 2,300 acres • 3.6 square miles"

"Now Elon is saying the Terafab will be 100M sq ft, that’s 10x larger than this!"

"SpaceX confidentially files for IPO... Last month Tesla and SpaceX announced Terafab..."

"SpaceX would also partner with Tesla and xAI in the massive chipmaking endeavour Musk announced last month, which he is calling Terafab."

"🚨 The SpaceX IPO is now projected to exceed $2 trillion following the TERAFAB announcement."

"haven’t seen one mainstream media article on how the Tesla/SpaceX TeraFab is the West’s most ambitious, strategic and important infrastructure project in decades. which will cause a massive shift in all of geopolitics and business rippling for decades (if not centuries) to come"

"Control over semiconductor supply chains has also become a focal point of geopolitical tensions, particularly between the United States and China, with the West seeking to secure domestic production"

"No, that’s just the little advanced technology fab, where we will be iterating on chip designs. We couldn’t possibly fit the Terafab on the GigaTexas campus. It will be far bigger than everything else combined there. Several locations for Terafab are under consideration. It needs thousands of acres and over 10GW of power at full scale."

"Terafab Project launches in 7 days"

"You'll own end-to-end program scoping—including factory design/construction from concept through execution, ramp-up, and production readiness. The ideal candidate brings a strong background in technical program management, semiconductor facility engineering..."

"Elon Musk’s proposed Terafab facility is aiming to bring every step of chip manufacturing under one roof."

"TERAFAB is the perfect example: Tesla building its own AI compute future at scale."

"Careful, if china invades Taiwan, all AI related stocks might get beaten to a pulp… which is why Elon is building TeraFab"

"Terafab is a must for Tesla to be self-reliant"

"Elon Musk walked onto a stage at the Seahome power plant in Austin to officially launch the Terrafab, a vertically integrated semiconductor power..."

"Inside Elon Musk's TeraFab AI Factory"

"#Tesla の #TeraFab による2nm進出が構想から実行段階へと移行しており、台湾で10年以上の経験を持つプロセスインテグレーションエンジニアの採用活動が進められていると報じられています。#TSMC への直接的な挑戦となるのでしょうか？"