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Terafab

The latest posts within this category:


Terafab
Jul 23, 2026

Tesla capex spend hits record $5.8 billion in Q2: AI compute, chip fab, solar manufacturing

Tesla capex spend hits record $5.8 billion in Q2: AI compute, chip fab, solar manufacturing

This is where the missing profit margins went.

Terafab
Jul 11, 2026

Scoop: Samsung Foundry tapes out Tesla's AI5 chip, cleared for its 2nm line

Scoop: Samsung Foundry tapes out Tesla's AI5 chip, cleared for its 2nm line

Elon's tape-out was for the main design, Samsung & TSMC each needed to do their own version. One done.

Terafab
Apr 16, 2026

Tesla pushes chip plans at “light speed,” Samsung prepares for AI5/AI6 production in TX foundry

Tesla pushes chip plans at “light speed,” Samsung prepares for AI5/AI6 production in TX foundry

Looks like Tesla's chip-related initiatives are about to enter Plaid Mode.

Terafab
Mar 23, 2026

Everyone was wrong about the Tesla Terafab's actual size

Everyone was wrong about the Tesla Terafab's actual size

It's about as large as Vatican City, Monaco, and Gibraltar combined.


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