Speaking to shareholders, Elon Musk says Tesla is “probably going to have to build a gigantic chip fab” for AI chips and “maybe, we'll do something with Intel”
- Musk says ‘worth having discussions’ with Intel to make chips — Massive fab needed to make the volume of chips needed
Reuters Sayantani Ghosh
Related Coverage
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Discussion
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@alex_intel_
Alex
on x
Intel is 12% of Teslas market cap Just an example of how cheap Intel is relative to the pie in the sky AGI takeoff views of the tech bros and the only US chip manufacturer
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@futurejurvetson
Steve Jurvetson
on x
How big is the Tesla Terafab? Elon: “The only option is to build some very big chip fab. It's at least 100K water starts per month. And that's one of ten in a complex. So ultimately, it would be 1 million wafer starts per month.” “We have to solve memory and packaging too.” [imag…
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@futurejurvetson
Steve Jurvetson
on x
Tesla is going to build a gigantic chip fab. Elon today: “We have to do a Tesla Terafab. It's like Giga but way bigger. I can't see any other way to get to the volume of chips that we are looking for. We are going to have to build a gigantic chip fab.” “I am super hardcore [image…
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@evrgn11112231
@evrgn11112231
on x
😲 Can't say I'm surprised - I always assumed he would try as I would think he plans on having a fab in Mars (not sure how he'd get the tooling and consumables though lol). TBD if he's able to figure it out, but if Rapidus can get something off the ground, I don't see why the
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@treasureh8nter
Ally
on x
@Jukanlosreve Am I missing something here? Building your own semiconductor fab is pretty darn hard no? Let alone a cutting edge fab..... 🤔
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@wmf
Wes Felter
on x
Rapidus? No, Rapid US.
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@ns123abc
Nik
on x
Elon confirms Tesla is going to build a semiconductor fab 🤯 “Chip volume from our suppliers will not be enough... we're probably going to have to build a gigantic chip fab” [video]
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@aeyakovenko
@aeyakovenko
on x
That alone is worth 1T.