"Teams working for Elon Musk have reached out to major chip industry suppliers including Applied Materials, Tokyo Electron, and Lam Research, as well as chip manufacturing partner Samsung Electronics, as part of Musk's Terafab project, a proposed AI chip fabrication complex linked to SpaceX and Tesla."
"The project sits within a broader pattern of Musk's companies, including Tesla and SpaceX, seeking to own critical components of the AI supply chain rather than depend on third-party suppliers."
"Bloomberg describes the pace as driven by Musk's desire to move at 'light speed,' with staff seeking speedy price estimates while providing minimal information about the intended products."
Teams from SpaceX and Tesla are engaging with major chip suppliers like Applied Materials and Samsung for quotes on chipmaking equipment. This outreach is part of Musk's Terafab project, aimed at creating a US-based AI chip fabrication complex. The project seeks to manufacture silicon at scale, positioning Musk's companies against established players like TSMC and Intel. The urgency in seeking quotes reflects Musk's desire for rapid progress, although limited information complicates the assessment of the project's maturity.
Read at TNW | Tech
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