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Intel to stay in Musk's Terafab chip venture; Musk rejects TSMC takeover talk
En breve
Intel will remain part of Elon Musk's Terafab chipmaking project, Intel CEO Lip-Bu Tan told reporters, and MarketWatch said the news lifted the chipmaker's shares. Musk said Terafab will build and run its fab itself, rejecting rumors that TSMC would take it over, though he said TSMC could sublease part of the site.
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Intel will remain part of Elon Musk's Terafab chipmaking project, according to reports and comments from the company's chief executive. Intel CEO Lip-Bu Tan told reporters that Intel will continue its involvement, speaking to Bloomberg before an Intel event in Japan marking the company's presence there, Tom's Hardware reported. Reuters, citing Bloomberg News, had earlier reported that Intel would keep working on the venture, and MarketWatch said Musk and Intel's CEO had said the company's involvement in the Terafab chip plant would continue, adding that the news boosted Intel's shares. [ 1 , 2 , 3 ]
Around the same time, Musk rejected rumors that his companies would invest in Terafab and then partner with TSMC to build and operate the fab. “No, we will build and run the fab,” Musk wrote in a post on X, according to Tom's Hardware. “Let there be ZERO doubt about that. Maybe TSMC subleases part of the Terafab if they want, but nothing more than that.” [ 3 ]
Tom's Hardware described the idea of TSMC subleasing part of Terafab as an unusual arrangement, noting that TSMC already owns and operates dozens of advanced 300-mm fabs and has plans for about 10 new fab phases in the coming years. It also noted that semiconductor fabs are not generic facilities, and that a site equipped and qualified around Intel's 14A process would not be straightforward to convert for another company's processes. [ 3 ]
The Intel–Terafab link dates to April, when Intel and Terafab — the semiconductor production venture of SpaceX, Tesla and xAI — announced that the new chipmaker would use Intel's next-generation 14A fabrication process, according to Tom's Hardware. That report said the details of the collaboration are still unknown, with a general understanding that Intel will license its manufacturing technology to Terafab, and no clarity on whether it will also help ramp up production using the node. [ 3 ]
No document states where Terafab is located, and no document other than Tom's Hardware's account addresses the TSMC sublease proposal or Musk's rejection of a takeover. [ 3 ]
Por qué importa
The reports tie Intel's next-generation 14A manufacturing process to a venture owned by Musk's companies, a link that MarketWatch said moved Intel's stock. They also put the world's largest foundry, TSMC, in the frame of the project, though only as a possible tenant under Musk's proposal.
Datos clave
- Intel CEO Lip-Bu Tan told reporters that Intel will remain part of Elon Musk's Terafab project. [ 3 ]
- Reuters, citing Bloomberg News, reported Intel would keep working on Musk's Terafab chipmaking venture. [ 1 ]
- Musk said Terafab will build and run the fab itself and rejected rumors of a TSMC takeover. [ 3 ]
- Musk proposed that TSMC could sublease part of Terafab if it wanted, but “nothing more than that”. [ 3 ]
- Intel and Terafab announced in April that the venture would use Intel's next-generation 14A fabrication process. [ 3 ]
- MarketWatch said the news boosted Intel's shares. [ 2 ]
Confirmado por varias fuentes
Aún sin aclarar
- What the Intel–Terafab collaboration covers in practice, including whether Intel will help ramp up production using its 14A node. Tom's Hardware says the details are still unknown and that there is only a general understanding that Intel will license its manufacturing technology.
- Whether TSMC will take any part of Terafab, and on what terms. The sublease idea appears only in Tom's Hardware's account of a post by Musk; the other documents do not mention TSMC.
- Where Terafab is located. No document states a city or site for the project.
Qué dicen los medios locales
Cronología, hora local
- Intel and Terafab, the semiconductor production venture of SpaceX, Tesla and xAI, announce that the new chipmaker will use Intel's next-generation 14A fabrication process. [ 3 ]
- Reuters publishes a report, citing Bloomberg News, that Intel will keep working on Musk's Terafab chipmaking venture. [ 1 ]
- MarketWatch reports that Musk and Intel's CEO said Intel's involvement in the Terafab chip plant will continue, and that the news boosted shares. [ 2 ]
- Tom's Hardware reports Intel CEO Lip-Bu Tan's comments to reporters and Musk's post saying Terafab will build and run the fab itself, with TSMC at most a subtenant. [ 3 ]