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Musk is pushing forward the "Terafab" semiconductor project within Tesla

2026-07-02 11:46

Odaily reported that Musk is advancing a semiconductor manufacturing project called "Terafab" within Tesla. The project is reportedly valued at $55 billion and described as a cross-company collaborative engineering effort involving both Tesla and SpaceX. As the project progresses, speculation is growing that Musk may propose a merger between Tesla and SpaceX. Reports indicate that from an organizational structure perspective, the two companies have already demonstrated a more tightly coordinated operational model in several key technology areas. It is said that multiple senior executives, including Charlie Kuehmann, hold important responsibilities at both companies, particularly in core technological directions such as materials engineering, forming cross-company management and collaboration mechanisms.

Analysts believe that the Terafab project, along with the cross-company integration of personnel and resources, is seen as part of Musk's push for a "unified technology stack and manufacturing system," bringing Tesla and SpaceX closer to a "quasi-integrated operational structure" in certain critical areas. (The Information)