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FWIW I think he worded it as "allocated this year", more in 2027..
Apr 23, 2026
F
Indeed, with the targeted output of Terafab being so much larger, they'd become the foundry rival to Intel.
Apr 23, 2026
F
It only makes sense if Intel is going to spin off its manufacturing division, Intel Foundry.
Apr 23, 2026
It only makes sense if Intel is going to spin off its manufacturing division, Intel Foundry.
Apr 23, 2026
So they wish to transfer the 14A process from Intel to Terafab?
Apr 23, 2026
Vaibhav Taneja is Tesla’s CFO. Given what he and Elon Musk have described, is $3 billion too little for the research fab/lab?
Apr 23, 2026
Some relevant Tera/GigaFab and Intel bits:
Will Stein of Truist: Great. Thanks for taking my question. Considering the various parties...
Apr 23, 2026
F
So they wish to transfer the 14A process from Intel to Terafab?
Apr 23, 2026
F
Some relevant Tera/GigaFab and Intel bits:
Will Stein of Truist: Great. Thanks for taking my question. Considering the various parties...
Apr 23, 2026
F
A few interesting "Semi relevant" details from the Q1 2026 Tesla Earnings call today:
- Tesla is spending $3B towards TeraFab this year...
Apr 23, 2026
S
apparently Kevin's EUV comment (not moving to high NA any time soon) sent ASML a few % point right after his comment in the Symposium...
Apr 22, 2026
K
Some relevant Tera/GigaFab and Intel bits:
Will Stein of Truist: Great. Thanks for taking my question. Considering the various parties...
Apr 22, 2026
K
I agree. Especially for Microsoft and Google Axions, but Google does their own proprietary networking for TPUs, so IP opportunities...
Apr 22, 2026
Newest Node Pushes Density Scaling and Energy Efficiency to New Heights to Address Industry’s Most Demanding Applications
SANTA CLARA...
Apr 22, 2026
HSINCHU, Taiwan, R.O.C. – Apr. 16, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today filed its 2025 annual report on Form 20-F with the U.S...
Apr 22, 2026
Xebec replied to the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage?.FWIW I think he worded it as "allocated this year", more in 2027..
Like.
It only makes sense if Intel is going to spin off its manufacturing division, Intel Foundry.
hist78 replied to the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage?.It only makes sense if Intel is going to spin off its manufacturing division, Intel Foundry.
AmandaK posted the thread TSMC Debuts A13 Technology at 2026 North America Technology Symposium in TSMC.Newest Node Pushes Density Scaling and Energy Efficiency to New Heights to Address Industry’s Most Demanding Applications SANTA CLARA...