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Search results for Terafab

AI & Enterprise

Musk says there is no way to secure enough AI chips, making them is the answer

Elon Musk said on Tesla’s earnings conference call that the company plans to produce its own AI chips using Intel’s not-yet-finished 14A manufacturing process, according to The Register. He said he was pleased to work with Intel on core manufacturing technology and expects 14A to be mature or ready for deployment by the time Tesla’s Terafab scales up. Musk cited worries about chip shortages as the main reason for making chips in-house.

Industry

TSMC dominance shows cracks, boosting Samsung foundry opportunity

The foundry market is entering a new phase as TSMC’s grip shows signs of weakening amid advanced packaging bottlenecks, opening room for rivals. Counterpoint Research said global foundry revenue rose 16 percent last year to $320 billion on steady AI chip demand. It expects TSMC’s share to slip this year, with Samsung and SMIC moving in. Samsung is pushing 2-nanometre production, while SMIC expands capacity and Intel seeks large AI customers.

Mobility

Sony-Honda EV project scrapped as \'Team Japan\' stumbles on financial strain

Sony Honda Mobility has halted development and launches of its Afeela 1 and 2 electric vehicles and is reviewing its business direction. The decision comes as Honda faces a worsening environment for its EV business after booking losses tied to investment write-downs. The article also flags Toyota’s push to loosen production standards and expand U.S. investment, Volkswagen’s planned additional investment in Rivian, Google’s move to open Android Automotive OS, and intensifying competition in robotaxis and autonomy.