SpaceX and Tesla teams have contacted key chip industry suppliers such as Applied Materials, Tokyo Electron, Lam Research, and partner Samsung Electronics regarding the Terafab project, an AI chip fabrication complex associated with Musk’s companies. A Bloomberg report indicates they requested pricing and delivery times for various chipmaking equipment like photomasks and depositors. The urgency is influenced by Musk’s intention to advance quickly, seeking swift price assessments with scant details about their target products. Terafab aims to be a US-based, fully integrated AI chip facility, potentially placing Musk’s ventures in competition with established fabs like TSMC and Intel. This aligns with his strategy of controlling key AI supply chain components within Tesla and SpaceX. Tesla currently creates its own Dojo chips. Confirmation of these supplier inquiries could mean Terafab is progressing from conceptualization to active resource planning, although specific project details remain limited.
Musk Urges Chip Suppliers to Accelerate for Terafab AI
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