Terafab

BOOM 🆘 2027 is shaping up to be the brilliant year that Tesla's AI ambitions become real 🔥 On the Q3 earnings call, Elon and the team put dates on almost everything enthusiasts have been waiting for, and the biggest one is about the car…

Elon Musk just put dates on Terafab. According to Reuters, Musk said on the SpaceX earnings call that Terafab's first working SRAM test chip is targeted for May or June 2027 at the research fab in Austin. Volume production is targeted for…

BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3…

STRONG SIGNAL 🚨 Tesla and SpaceX are building an independent semiconductor supply chain for their Terafab project, tapping roughly ten South Korean suppliers 🔥 According to reporting by The Elec, representatives from both companies met…

The value of Terafab’s output will place it in the top 20 of country GDP in a single building https://t.co/9XZXdMZ9iC

BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,300 and the bull case is around $5,000.…

Analysis: TSMC's chipmaking edge strengthens C.C. Wei's hand — from advanced-node capacity to Musk's Terafab https://t.co/CVsF9sIYED

BofA sees SpaceX consuming ~20% of TSMC's advanced node capacity in 2029, up from ~1% in 2026, due to limited support from Terafab. $SPCX $TSMC https://t.co/kSutYfLLSI

I asked TSMC chairman CC Wei today whether he can share more on his company’s possible deal with @elonmusk and @TerafabCorp Ever the joker, he told me “I’ll share more at the next investor conference” Friends, they just held an IR call…

Terafab may receive its first EUV lithography tool from ASML by the middle of next year. $ASML https://t.co/vlhHt8cHyC

This is it. This is the key quote from TSMC on @TerafabCorp And yet, everyone missed it — too caught up on CC Wei’s comment about running the fab to notice what he said about excess capacity at the fab. And note what @elonmusk said about…

Two weeks ago @Culpium broke news of talks between TSMC & @TerafabCorp @elonmusk has said his team will run the fab TSMC just said it will run the fab Both sides have dropped hints as to how it may work. Two things can be true at once…

TSMC finally speaks about Terafab, and paints a picture of a new future https://t.co/OpS1jNtbAW

🇺🇸 @ElonMusk is recruiting chip engineers. He urged world-class chip designers and production engineers to consider joining SpaceX or Tesla. It comes as his companies push ahead with Terafab, a planned chip plant in Austin meant to…

🇺🇸 @ElonMusk is recruiting for the massive Terafab semiconductor project in Texas, saying the value of its annual output could rank among the world’s 20 largest national economies. The planned Tesla-@SpaceX-Intel megafactory is designed…

Join the Terafab project. The value of the output of this massive structure will rank in the top 20 of country GDPs! https://t.co/QNnLc4rUrh

Inside. @TerafabCorp has put in an order for @ASMLcompany EUV machines, and sees delivery of the tools to its R&D fab mid-2027. (though, this timeline may be a little rubbery) https://t.co/tiJDDso0Qb

“The limiting factor will be turning the chips on,” Musk said. “You need power and transformers and cooling.” Inside TSMC, Texas, and the Terafab Tango https://t.co/VS2hdLGuR0

🇺🇸BREAKING: @elonmusk is recruiting world-class chip design and production engineers to join @SpaceX or @Tesla as he pushes to slash the typical 2-year chip cycle and hit 10 designs per year with Terafab. He wants teams that can iterate…

How is a lightning-fast pace of 10 chip designs a year even possible? 🤯 💡 Here’s my take: Terafab’s path to faster chip development starts with the research fab at Giga Texas. By bringing mask-making, fabrication, packaging, and testing…

In traditional semiconductor manufacturing, taking a chip design from initial concept to volume production every two years is already considered very fast ⚡️ But with Terafab, @elonmusk wants to hit a lightning-fast pace of ten chip…

Intel has been sharing its secret sauce, deepening its entrenchment in the Terafab project, according to my sources. https://t.co/3iiA94cO2H https://t.co/zq78WuUawF

Inside TSMC, Texas, and the Terafab Tango https://t.co/Vauee9FDQ1

Coming soon. Exclusive to @culpium subscribers later today. It's been a busy week of news, speculation, reaction and responses surrounding Intel, TSMC and Terafab. Make sure you're signed up when this piece drops. https://t.co/vIR00A0QoG…

Every Robotaxi and Optimus bot needs memory to turn AI models into real-world action. As Tesla scales production, locking down that memory supply is becoming a critical pillar of its manufacturing strategy—and that’s precisely why Terafab…

Terafab could bring Tesla’s experience building custom factory equipment into one of the world’s most demanding industries 🔥 During the X Takeover talk, @elonmusk described how he wants to get there: start with conventional equipment,…

Elon Musk wants to do 10 chip designs a year with Terafab compared to 1 every 2 years: "The advancement of any given technology is how many iterations, and how much progress per iteration. How many chip designs can you do, make and test in…

🇺🇸Intel will remain involved in @elonmusk 's Terafab chipmaking project, CEO Lip-Bu Tan told Bloomberg, despite discussions about potential cooperation with Taiwan’s TSMC. Musk has been exploring partners for the venture as he develops…

BREAKING 🚨 Elon Musk just drew a hard line in the sand: Tesla and SpaceX are taking full command of the Terafab. Full stop. From blueprint to active production, his teams run the entire show. If an industry giant like TSMC gets involved,…

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

Terafab skips the grid, the White House has a big week (drone tariffs! sanctioned hacking!), Meta returns to open weights, and OpenAI is hiring a power trader

Building the factory may be the easy part. Building the ecosystem that makes it work is where the real engineering begins.

Terafab, ERCOT's 474 gigawatts, + are security incidents the new benchmaxxing?