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#INTC — Intel Remains Involved in Elon Musk’s Terafab Project | ThinkSabio
Oct 7, 2026 · ThinkSabio Inc
Intel (#INTC) CEO Lip-Bu Tan said Intel will continue working with Elon Musk on Terafab, despite Musk’s discussions with TSMC (#TSM) about potential collaboration.
🔹 Key Highlights
- 🤝 Intel will continue working with Elon Musk on Terafab.
- 🏭 Intel became Terafab’s development partner in April.
- ⚙️ Intel remains the sole named manufacturing partner, using its I4A process.
- 🇹🇼 TSMC involvement is currently limited to discussions and potentially a site sublease.
- ⚡ Terafab targets more than 1 terawatt of annual AI compute capacity.
- 💰 Initial investment is estimated at $16.8B, potentially rising to $119B.
- 🤖 The project is intended to support Tesla Optimus, Cybercab, SpaceX and xAI infrastructure.
💡 Why It Matters
Intel’s continued involvement keeps the company positioned within Musk’s ambitious next-generation chip manufacturing initiative. While TSMC discussions introduce potential uncertainty, Intel remains the named manufacturing partner as Terafab targets massive AI compute capacity.
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