Elon Musk2026-07-23 13:10:14Musk Teases TeraFab Launch With Goal of Up to 200 Billion Chips a YearElon Musk said TeraFab will launch in seven days, with plans for a massive U.S. semiconductor facility targeting annual output of 100 billion to 200 billion chips. The proposal has sparked questions over feasibility, funding, and execution paths.470
Tesla2026-07-23 00:02:43Musk says Micron recently supplied Tesla with a large volume of memory chipsTesla CEO Elon Musk said Micron Technology recently supplied Tesla with a “large” amount of memory chips, helping meet the automaker’s demand for a component that has become increasingly scarce. Musk said the deal came on “very reasonable” terms at a time when memory chips are hard to secure and prices remain elevated. He also said that, over the longer term, he is working to bring semiconductor production in-house through a plan called “Terafab,” which is aimed at manufacturing computing and memory chips at unprecedented scale. For now, however, Tesla still relies on Micron for supply. Data cited in the report also showed that neither Tesla nor SpaceX ranks among Micron’s top 10 customers. The item was carried by Jin10 and published by Odaily.1290
Elon Musk2026-07-22 18:45:14Musk Fires Back at TSMC Chair: Terafab Is Largest Customer, Not CompetitorElon Musk posted two tweets on X in response to TSMC Chairman Wei Zhejia's concerns about Terafab poaching talent, reiterating that SpaceX/Tesla are TSMC's largest customers, not competitors, because TSMC simply cannot produce the required chip volume.520
SpaceX2026-07-11 01:00:13SpaceX Announces $55 Billion Semiconductor Fab in Texas as Part of Terafab ProjectSpaceX plans to invest $55 billion in a new semiconductor facility in Texas under the "Terafab" project, with total investment potentially reaching $119 billion, aiming to meet the chip demand for Elon Musk's AI, space, and robotics ventures.460
Intel2026-06-21 03:00:51Intel CEO Lip-Bu Tan Lays Out a 10-Year Bet on Advanced Packaging, Glass Substrates and Synthetic DiamondIn his first long-form podcast interview as Intel CEO, Lip-Bu Tan said his goal is to deliver a 10x return within five to ten years. He described a broad rebuilding plan across Intel’s balance sheet, product lines, foundry business, EMIB advanced packaging, glass substrates, GaN, SiC, InP and synthetic diamond, while pointing to CPU demand from agentic AI and inference workloads.750
Intel2026-06-20 18:00:52Intel CEO Lip-Bu Tan Lays Out a 5-to-10-Year Tenfold Goal Built on Advanced Packaging, Glass Substrates and Synthetic DiamondIn his first detailed podcast interview as Intel CEO, Lip-Bu Tan said his goal is to deliver a tenfold return over five to ten years. He described a roadmap centered on XPU, foundry services, EMIB advanced packaging, glass substrates, GaN, SiC, InP and synthetic diamond, while stressing yield, defect density and cycle time as the core metrics for Intel Foundry.590
Intel2026-06-20 15:00:51Intel CEO Lip-Bu Tan Sets a 10x Goal, Betting on Advanced Packaging, Glass Substrates and Synthetic DiamondIn his first podcast interview as Intel CEO, Lip-Bu Tan laid out a broad turnaround plan centered on balance-sheet repair, customer trust, foundry execution, EMIB, glass substrates, GaN, SiC, InP and synthetic diamond wafers, with a stated goal of delivering a 10x return over five to ten years.540
Intel2026-06-20 13:00:52Intel CEO Lip-Bu Tan Sets 5-to-10-Year 10x Goal, Bets on Advanced Packaging, Glass Substrates and Synthetic DiamondIntel CEO Lip-Bu Tan said on the No Priors podcast that his target for Intel is a 10x return over five to ten years. He outlined a technology roadmap centered on 18A, 14A, EMIB, glass substrates, GaN, SiC, InP and synthetic diamond, while also discussing Intel Foundry, Terafab with Elon Musk, AI-driven CPU demand and investor misconceptions.540
