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马斯克在特斯拉内部推进“Terafab”半导体项目

2026-07-02 11:46

Odaily Planet Daily News: Musk is advancing a semiconductor manufacturing project named "Terafab" within Tesla, with a reported scale of $55 billion, described as a cross-company collaborative engineering effort involving both Tesla and SpaceX. As the project progresses, external expectations are rising that Musk may propose a merger between Tesla and SpaceX. The report notes that from an organizational structure perspective, the two companies have already demonstrated a more tightly coordinated operational model in multiple key technology areas. It is claimed that several senior executives, including Charlie Kuehmann, hold significant responsibilities in both companies simultaneously, forming a cross-company management and collaboration mechanism, particularly in core technological directions such as materials engineering.

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 key areas. (The Information)

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