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Elon Musk has made a habit of tearing up old playbooks and writing new ones, and semiconductor manufacturing now finds itself in his crosshairs. Through SpaceX, xAI, and Tesla (TSLA, he has set the wheels in motion for Terafab, a sprawling chip complex in Austin that aims to rethink how silicon gets built from the ground up.
Two facilities will anchor the vision. One is geared toward cars and humanoid robots, the other toward artificial intelligence (AI) data centers that may one day stretch beyond Earth. Intel Corporation (INTC) has stepped right into the mix, and not a moment too soon. The world's largest chipmaker has signed on to the Terafab project to help “refactor silicon fab technology,” bringing its design, fabrication, and packaging muscle to the table.
