by Anya Zhukova from Techreport on (#71C01)
Tesla goes all-in on chips: Musk plans a massive 'Terafab' producing over 100K wafers monthly to power Tesla's self-driving, robotics, and AI systems while reducing dependence on Nvidia and TSMC.Intel sees a comeback chance: A potential Tesla partnership boosted Intel's stock and could revive its foundry ambitions as it seeks a bigger role in the AI chip race. Vertical control is back: With its in-house AI5 and AI6 chips, Tesla is bringing manufacturing and design under one roof, echoing the old Intel-style integration. Global shockwaves ahead: A working Terafab could disrupt the chip hierarchy, shift supply chains toward the U.S., and leave Europe lagging in advanced manufacturing.The post Elon Musk Plans Tesla Terafab' for AI Chips, Hints at Intel Deal to Shake Up Global Chip Industry appeared first on Techreport.