According to Nikkei, a procurement team from Terafab, the chip venture between Tesla and SpaceX, visited Japan and walked local equipment makers through what it plans to buy. The targets it reportedly shared are gigantic: 1 million wafers per month from 2032 onward, with around 700,000 of those going to memory chips and 300,000 to logic. Nikkei's headline puts that at 40 times the output of Japan's Rapidus. The same split first surfaced in a Jiji Press report last month, which said a single Texas plant would handle both memory and logic, with a pilot fab completed as early as July 2027. Intel is reportedly helping with logic using its 2 nm and 1.4 nm-class technology, while a Taiwanese company has been floated as a technology partner for memory. That could be Nanya, though nothing is confirmed.

For context, Samsung's entire DRAM output was estimated at 650,000 to 700,000 wafers a month late last year, while SK hynix was at about 550,000 earlier this year and hopes to reach roughly 1 million by 2030 or 2031. It isn't clear whether Terafab's memory figure covers DRAM alone or also includes NAND, so the Samsung comparison is a loose one. Musk has also been careful with his own dates. On an October SpaceX call, he put "big error bars" on reaching volume production by Q3 2028, with a first SRAM test chip planned for mid-2027 at Terafab's Austin research lab.

Anthropic has publicly filed for an IPO, submitting an S-1 to the SEC on October 26 with plans to list on the Nasdaq under the ticker "ANT." The filing leaves the price range and share count blank for now, but the Wall Street Journal reports the offering could raise $100 billion or more at a valuation of $1.5 to $2 trillion. If that ends up being the case, it would top the record SpaceX set with its June IPO. Goldman Sachs and Morgan Stanley head a long list of underwriters, and trading is reportedly targeted for the week of November 16. The prospectus also gives the first official look at Anthropic's books.

Revenue for the first half of 2026 came in at a massive $16.3 billion, up from $1.16 billion a year earlier. The company also posted an $80.7 billion net loss. However, about $72.4 billion of that is a non-cash charge tied to the changing value of convertible notes and similar instruments, and the operating loss was a much smaller $693 million. Anthropic says more than 11,900 customers now spend at least $100,000 a year, and it holds about $131.7 billion in cash and short-term investments. It has also signed huge compute commitments, including up to $114.5 billion with Google, at least $110 billion with Amazon, and a separate deal for AMD Instinct MI450 GPUs. Of course, the filing comes with the usual warnings, as Anthropic says it may not reach or sustain profitability and expects costs to keep rising. OpenAI, meanwhile, says it doesn't expect to go public until next year.

Tesla, SpaceX, and SpaceXAI have taken a trademark dispute over the "Terafab" name to federal court, PCMag reports. The declaratory judgment action was filed on September 15 in the US District Court for the Western District of Texas. It asks a judge to rule that Terafab does not infringe the "Tera-Fab" mark of Illinois nanotechnology firm Tera-print, which covers a desktop photolithography system used by researchers. Tera-print sent a cease-and-desist letter on May 23, days after Tesla filed its own Terafab trademark applications on May 18. Six settlement meetings between June and August apparently went nowhere, and Tera-print says it will defend its rights.

Nothing has been decided yet, and the claims are each side's own. Tesla and SpaceX point to a separate Tera-print application filed on May 22 that seeks coverage for semiconductor-related goods, and they call the timing opportunistic. That is their characterization, not a court finding. Tesla and SpaceX also argue the two operate in different product spheres and that confusion is unlikely. Musk announced Terafab in March as a chip factory for AI compute. Intel joined the project in April, though its exact role is unclear. Filings in May pointed to costs up to $119 billion across all phases, and in August the companies confirmed a Grimes County, Texas site with a $16.8 billion first phase.

Elon Musk recently announced an ambitious project called Terafab, which he plans to build on Tesla's campus in eastern Travis County, Austin, Texas. Thanks to recent court hearings in Grimes County, Texas, we have learned that the first phase of the Terafab project is expected to cost $55 billion. However, if additional phases are constructed, this figure could rise to $119 billion. While this is an astonishingly high amount, it seems justified given Terafab's ambitious goals. Semiconductor manufacturing is one of the greatest marvels of the modern world, with only a few companies competing for the top spot. The engineering and scientific expertise required for building modern semiconductor manufacturing facilities is so rare that it is concentrated in just a few places around the globe.

The goal of Terafab is to consolidate the entire chip manufacturing process under one roof. The plant is expected to integrate several stages of semiconductor production at a single site, including logic fabrication, memory, packaging, testing, and mask production. This setup is unusual, as these steps are typically spread across multiple specialized facilities and companies. The idea behind Terafab is that consolidating these processes could accelerate development by allowing engineers to design, test, and revise chips with fewer delays, essentially enabling rapid prototyping. This contrasts with the traditional, lengthy process of manufacturing chips at one site, packaging them at another, and testing them in-house. A typical semiconductor fab for nodes below 3 nm costs over $20 billion, but that only covers silicon manufacturing. Terafab's goal to handle everything will push that cost astronomically high.

Intel has officially announced its participation in Elon Musk's "Terafab" project, which aims to reimagine chip manufacturing. Specifically, Intel Foundry plans to join this ambitious initiative, leveraging its significant manufacturing capabilities as one of the strategically important companies in the U.S. However, the specifics of Intel's involvement remain unclear, as it is not yet known how Intel will officially contribute to the Terafab project. The company has stated that since Terafab aims to produce 1 terawatt per year of compute power for AI and robots serving xAI, SpaceX, and Tesla. Intel will assist in designing silicon, manufacturing it, and providing some of the world's most advanced packaging technologies, such as EMIB. It is likely that some of Intel's facilities, which are currently being expanded, will become part of the network needed for the Terafab project, while the Terafab facility itself conducts custom work guided by Intel.

The goal of Terafab is to consolidate the entire chip manufacturing process under one roof. The plant is expected to integrate several stages of semiconductor production at a single site, including logic fabrication, memory, packaging, testing, and mask production. This setup is unusual, as these steps are typically spread across multiple specialized facilities and companies. The original idea behind Terafab is that consolidating these processes could accelerate development by enabling engineers to design, test, and revise chips with fewer delays, essentially allowing for rapid prototyping. This contrasts with the traditional, lengthy process of manufacturing chips at one site, packaging them at another, and testing them in-house. Elon Musk visited Intel's CEO Lip-Bu Tan over the past weekend securing a deal.