Elon Musk Announces Terafab: Chip Manufacturing Collaboration for Tesla and SpaceX

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Musk outlined plans for Terafab, an in-house chip fabrication effort spanning both Tesla and SpaceX, positioning it as a move away from TSMC and NVIDIA dependence. TechCrunch notes Musk has a documented history of overpromising on hardware manufacturing timelines (Dojo supercomputer, Giga Berlin, FSD chips) with deliveries arriving years late or not at all. Analysts are skeptical but watching given the strategic implications of US hyperscaler chip sovereignty.