Key Takeaways Tesla goes all-in on chips: Musk plans a massive ‘Terafab’ producing over 100K wafer starts monthly to power Tesla’s self-driving, robotics, and AI systems while reducing dependence on Nvidia and TSMC.
Musk plans a massive ‘Terafab’ producing over 100K wafer starts monthly to power Tesla’s self-driving, robotics, and AI systems while reducing dependence on Nvidia and TSMC. Intel sees a comeback chance: A potential Tesla partnership boosted Intel’s stock and could revive its foundry ambitions as it seeks a bigger role in the AI chip race.
A potential Tesla partnership boosted Intel’s stock and could revive its foundry ambitions as it seeks a bigger role in the AI chip race. Vertical control is back: With its in-house AI5 and AI6 chips, Tesla is bringing manufacturing and design under one roof, echoing the old Intel-style integration.
With its in-house AI5 and AI6 chips, Tesla is bringing manufacturing and design under one roof, echoing the old Intel-style integration. Global shockwaves ahead: A working Terafab could disrupt the chip hierarchy, shift supply chains toward the U.S., and leave Europe lagging in advanced manufacturing.
When Elon Musk told shareholders at Tesla’s annual meeting that the company might need to build a ‘gigantic chip fab,’ even his most die-hard fans blinked.
The man who redefined electric cars and rockets now wants to rewrite the global semiconductor playbook.
Speaking at Tesla’s annual shareholders’ meeting, Musk described his vision for Tesla’s future, transforming it into an AI and robotics powerhouse, and hinted at potential talks with Intel.
You know, maybe we’ll do something with Intel. We haven’t signed any deal, but it’s probably worth having discussions.
Tesla’s new plan could mark one of the boldest pivots in the company’s history.
If successful, it wouldn’t just change how cars are made – it could shake up the global chip-foundry business and alter the balance of power between the U.S., Asia, and Europe.
... continue reading