Intel disetel kanggo gabung SpaceX lan Tesla ing gaweyan kolaborasi kanggo mbangun pabrik semikonduktor anyar ing Texas. Nanging, iku tetep ora cetha apa peran tartamtu Intel bakal muter ing project.
Ing kirim resmi ing X, Intel nyatakake: “Kemampuan kita kanggo ngrancang, gawe, lan paket chip ultra-kinerja dhuwur ing skala bakal mbantu Terafab entuk target ngasilake 1 terawatt daya komputasi saben taun, ndhukung kemajuan masa depan ing AI lan robotika.” Ngluwihi iki, Intel ora ngumumake rincian liyane.
Elon Musk ngumumake ing wulan Maret yen loro perusahaan sing dipimpin bakal kerja bareng kanggo ngembangake chip kanggo komputasi AI, satelit, Pusat data ruang angkasa sing diusulake SpaceX, uga kanggo ndhukung kendaraan Tesla otonom lan robotika.
Nanging, building a chip fabrication plant is one of the most challenging and expensive corporate infrastructure projects. It typically takes years and over $20 billion to construct a facility with a massive clean room housing thousands of ultra-precision machines for silicon processing. sadurunge, it was unclear how SpaceX and Tesla—two companies with no prior experience in chip manufacturing—could efficiently collaborate to complete such a project.
Now the picture is clearer: Intel will take on the manufacturing role. Intel has been seeking major anchor customers to support its foundry business, and it now has two. Nanging, if investors had expected Terafab to be a ground-up endeavor based on SpaceX and Tesla’s unique engineering philosophy, that expectation may not materialize.
Once the leading U.S. chipmaker, Intel now sees rivals Nvidia and AMD taking the lead in advanced processor development, both having widely adopted the fabless model—where chip design companies outsource manufacturing. Following the news, Intel’s stock rose more than 3%. As of 2 p.m. ET, shares were trading at $52.28, up approximately 2.9% from the opening price.