Tesla Terafab
7days until launch event→Tracking the buildout of Tesla's $25 billion semiconductor fabrication facility — custom AI chips, memory, and advanced packaging for FSD, Optimus, and Dojo.
Daily Digest
1 updateAI-generated summaries published on days with relevant Terafab news from tracked X accounts and media sources.
Elon Musk officially announced the Terafab Project on X, stating it launches in 7 days. The $25B semiconductor fab will produce custom AI and memory chips for FSD, Optimus, and Dojo. Reports suggest a possible Intel partnership for initial wafer manufacturing support.
Key highlights
- Musk posted: "Terafab Project launches in 7 days"
- Target: 100K-1M wafers/month, 200B chips/year
- Intel cooperation rumored for ramp support
- Strategy: "Start small, then go big" — pilot fab first
- Location likely near Giga Texas in Austin, TX
Project Timeline
Key milestones and events tracking Terafab's progress from announcement to production.
Musk proposes Terafab at shareholder meeting
Elon Musk first proposes the Tesla Terafab concept — a chip fab larger than a Gigafactory — at the shareholder meeting, citing the need for massive AI chip volume. Initial target: 100K wafers/month scaling to 1M.
Source →"Terafab is needed" — Musk on X
Elon Musk posts on X: "Terafab is needed." First public use of the Terafab name, signaling serious intent to build an in-house semiconductor fab.
Source →Q4 earnings call — Terafab strategy detailed
Tesla Q4 2025 earnings call reveals Terafab will integrate logic, memory, and advanced packaging under one roof. US-based to mitigate geopolitical supply chain risks. Musk cites 3-4 year semiconductor supply constraint as key driver.
Source →Giga Texas expansion permits filed
New construction permits filed for large-scale expansion east of the current Giga Texas facility. Captured by Joe Tegtmeyer's drone footage.
View on X →Terafab Project announced
Elon Musk posts on X: "Terafab Project launches in 7 days." Tesla to build in-house semiconductor fab for custom AI and memory chips.
View on X →Intel cooperation rumored
Reports suggest possible Intel partnership for wafer manufacturing support during initial ramp.
Source →"Start small, then go big" strategy
Musk's approach: "We make a little fab, and see what happens. Make our mistakes at a small scale, then make a big one."
Source →Terafab launch event (expected)
Formal project launch expected — likely groundbreaking ceremony, location reveal, and detailed specs.
Source →Terafab Site
Satellite view of the Giga Texas campus in Austin, TX. The North Campus expansion area — where major site prep is underway — is large enough to host the Terafab.
North Campus (active site prep)
Major construction site prep underway north of the main factory — former sand and gravel mine area being cleared and leveled. Geopiers and geotextile membranes deployed for ground stabilization. Tesla Newswire reports the site is large enough to host Optimus production lines or the Terafab.
Giga Texas (main factory)
Existing Gigafactory Texas at 13101 Harold Green Road (Tesla Road). Houses Model Y, Cybertruck, and Cybercab production lines, plus Cortex 1 & 2 AI compute clusters. Adjacent infrastructure supports potential Terafab expansion.
X Feed
Search X for Terafab →Tracking posts from key sources. Joe Tegtmeyer provides drone footage of Giga Texas construction — the likely Terafab site.
Tracked accounts
Retired Air Force KC-135 pilot. Has been documenting Giga Texas construction via drone since July 2020 with Elon's personal permission. Primary visual source for any construction near the Austin site. Will likely provide daily drone footage once Terafab breaks ground.
85.9K followersPrimary source for Terafab announcements, timelines, and strategic direction.
210M+ followersRecent posts
Cortex 2 progress update at Giga Texas — significant construction activity on the data center expansion adjacent to the main factory.
30+ Cybercabs on transport trucks spotted at crash testing facility near Giga Texas.
Drone tour of Giga Texas — new construction permits filed for large-scale expansion east of the current facility.