Intel tau teeb tsa los koom nrog SpaceX thiab Tesla hauv kev sib koom tes los tsim lub Hoobkas semiconductor tshiab hauv Texas. Txawm li cas los xij, Nws tseem tsis paub meej tias Intel yuav ua lub luag haujlwm tshwj xeeb dab tsi hauv txoj haujlwm.
Hauv kev tshaj tawm raug cai ntawm X, Intel tau hais tias: “Peb lub peev xwm los tsim, fabricate, thiab ntim ultra-high-performance chips ntawm nplai yuav pab Terafab ua tiav nws lub hom phiaj ntawm kev tsim khoom 1 terawatt ntawm xam zog ib xyoos, txhawb nqa kev nce qib yav tom ntej hauv AI thiab neeg hlau.” Dhau ntawm qhov no, Intel tau tshaj tawm tsis muaj cov ntsiab lus ntxiv.
Elon Musk tau tshaj tawm thaum Lub Peb Hlis tias ob lub tuam txhab nws coj yuav ua haujlwm ua ke los tsim cov chips rau AI xam, satellites, SpaceX qhov kev thov chaw cov ntaub ntawv chaw, nrog rau kev txhawb nqa autonomous Tesla tsheb thiab neeg hlau.
Txawm li cas los xij, 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. Previously, 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. Txawm li cas los xij, 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.