Tesla and SpaceX have confirmed Grimes County, Texas as the site for their Terafab semiconductor megafactory, with the first phase costing roughly $16.8 billion. The project targets the largest chip manufacturing facility on the planet to supply over 1 terawatt of compute per year that exceeds current and future global production capacity.
The partners call it the largest chip manufacturing facility on the planet.
Tesla pointed to a goal of producing over 1 terawatt of compute per year.
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SpaceX bought $151 million in Tesla Megapack purchases during the third quarter in its latest 10-Q filing. The purchases bring the company's year-to-date total to $480 million.
Sources told CNBC that Chinese AI lab Moonshot has discussed leasing Nvidia Blackwell capacity from European neoclouds, including talks around clusters of 8,000 or more GPUs. No signed lease has been confirmed.
Semiconductor Engineering's week in review: HBM smuggling into China, roughly 600,000 Nvidia H200s held in Hong Kong, a reportedly paused Micron Taiwan plant, and Oracle's reported cancelation of a ~$7B Tencent chip-access deal.
Powerchip Investment Holding filed a criminal complaint on Nov. 2 over an alleged coordinated bid to buy a 20% stake for more than NT$13.6 billion. The filing raises questions about compliance with tender offer rules and the origin of the funds.
Intel shares fell 14% in after-hours trading on Oct. 29, per Reuters, with later reports putting the drop at about 17% to more than 20%, after the company guided fourth-quarter revenue below estimates. CFO David Zinsner told Reuters an October explosion at its Kiryat Gat, Israel fab will cut about $600 million of revenue over two quarters.
