Last mentioned: Mar 23, 2026
Projected Supply Ceiling
The estimated timeframe when external foundry capacity is expected to fail Tesla's volume requirements.
Projected Bottleneck
Window where external foundry capacity is expected to fail Tesla's demand requirements.
Terafab Launch
Official announcement of the Tesla-SpaceX-xAI joint venture in Austin, Texas.
Terafab Launch
Official announcement of the Terafab joint venture in Austin, Texas.
Supply Warning
Elon Musk flags chip supply as the primary limiting factor for Tesla growth during Q4 earnings call.
Supply Warning
Musk flags chip supply as a future growth ceiling during Tesla's earnings call.
Elon Musk has unveiled Terafab, a joint venture between Tesla, SpaceX, and xAI designed to manufacture proprietary 2-nanometer AI chips in-house. By building a domestic foundry near Giga Texas, Musk aims to eliminate reliance on external suppliers like TSMC to fuel the massive compute needs of Tesla’s future robotaxi and humanoid robot fleets.
Elon Musk has unveiled Terafab, a joint venture between Tesla, SpaceX, and xAI aimed at building a domestic 2-nanometer semiconductor facility in Austin. This move seeks to eliminate reliance on foreign foundries like TSMC to secure the future of AI-driven platforms like Optimus and Cybercab.