www.airealist.ai
www.jonpeddie.com
Only three of the original five are alive, so even Musk would have a problem organizing a reunion tour.
Musk has done a lot of things that I thought were impossible.... so he gets the benefit of the doubt. .... but lets start with basics:View attachment 4363
Elon Musk wants to build his own chip factory. The announcement of Terafab—a joint Tesla-SpaceX semiconductor fab in Austin, Texas, targeting 2 nm process technology—is either the most ambitious vertical integration play in decades or the most expensive negotiating tactic in history. Either way, it signals something real about the state of AI chip supply. Here is what Terafab actually means, why the space-grade chip angle matters more than the headline number, and what it tells us about where semiconductor supply chains are heading.
Terafab—Tesla and SpaceX semiconductor factory
Tesla et al. becomes more vertically integrated.
That’s an interesting thought…
sharonhagi.substack.com
The key understatement from that article: "Terafab will probably not succeed on exactly the schedule first announced."View attachment 4364
Yesterday, Elon Musk posted on X: “Quantity has a quality all its own. TERAFAB.” Within minutes, the internet fractured into its usual camps—skeptics rolling their eyes, believers leaning in. I found myself in the second group, not because I underestimate the difficulty, but because I’ve spent enough time inside the machinery of this industry to recognize when someone is finally naming the constraint everyone else has quietly accepted.
Terafab doesn’t look like another incremental fab expansion. It is a first-principles reimagining of semiconductor manufacturing from the ground up—and at a scale the world has never attempted: a joint Tesla–SpaceX–xAI facility in Austin, Texas, ultimately targeting a terawatt of compute per year. An initial “advanced technology fab” will iterate chip designs with turnaround measured in days, not quarters. The full Terafab will span thousands of acres and draw more than 10 gigawatts at maturity. Its stated purpose is to supply the exploding demands of autonomous vehicles, Optimus robots, space-based data centers, and frontier AI—chips that must be not only the most advanced in the world, but capable of surviving radiation, running hotter, scaling physically to larger dimensions, and delivering performance no existing supply chain can reliably guarantee.
That last part is the quiet admission that matters most.
Terafab and the End of Semiconductor Complacency
Why Elon Musk’s latest moonshot may be exactly the shock the chip industry needs
So this is my dumb question coming from my wild imaginations, IF this terafab has any chance of succeeding, will working with Intel and taking over the empty fab shells work?
www.trendforce.com
Your theories might be correct, but they don't make sense in the context of what Musk has been talking about. He's been calling it a "terafab" because he thinks his volumes will be very high. He must be thinking hundreds of millions of chips to be in high volume territory. In fact, his rhetoric reminds me of Sam Altman's from a couple of years ago. If you're very high volume, as a terafab would be if it earned the name, cost is a big factor, because even a small cost adder on hundreds of millions of chips multiplies out quickly.
