英特尔（Intel）执行长 Lip-Bu Tan 表示，英特尔将与 Elon Musk 紧密合作推进 Terafab；这是一项为 SpaceX 和 Tesla 提出的 1-terawatt 晶片开发与制造计划，可能涵盖多个地点，成本高达数十亿美元。Musk 曾把 Terafab 描述为一种确保其公司在汽车、机器人和资料中心所需晶片的方式，而英特尔则正试图透过吸引外部客户使用其先进半导体制造能力来重振业务。不过，这项合作仍然相当模糊，因为两家公司都没有详细说明交易结构。

英特尔的公开说法显示，它可能会提供设计、制造，尤其是先进封装；分析师认为，封装最可能是第一步，因为 Tesla 已有晶片设计实力，且与 TSMC 和 Samsung 也有既有合作关系。Pat Moorhead 与其他人认为，Musk 也可能寻求授权使用英特尔的架构或制造技术，但他们怀疑一座全新、垂直整合、能在超大规模下处理每个环节的晶圆厂是否现实。Tesla 过去的做法显示其高度客制化：它与 Samsung 签下的 16.5 亿美元 A16 晶片交易包含 Tesla 设计的矽晶片，分析师预期 Musk 也会对 Terafab 的制程与节奏提出类似控制。

但有几个重大保留。与 AMD 在 2 月披露其与 Meta 的多年、多世代协议不同，英特尔或 Tesla 都尚未向 SEC 提交申报，这表示 Terafab 目前可能仍只是一纸握手协议。英特尔很可能会保留与制造相关的智慧财产权，而 Musk 则会取得制程授权，直到他的公司能自行购买所需的先进工具，例如微影设备。执行面看起来也很困难，因为地点尚未公布，德州又面临电工与水管工短缺，Tesla 1,000 万平方英尺的 Gigafactory 建设曾出现受伤并至少造成 1 人死亡，而该州在资料中心建设者的抢工下，劳动力竞争已十分激烈；奥斯汀附近仍有一座 200 万平方英尺的晶片设计实验室在施工，但工安疑虑与排程压力仍可能拖慢这项计划。

Intel CEO Lip-Bu Tan said Intel will work closely with Elon Musk on Terafab, a proposed 1-terawatt chip development and fabrication effort for SpaceX and Tesla that could span multiple sites and cost billions of dollars. Musk has described Terafab as a way to secure the chips his companies will need for cars, robots, and data centers, while Intel is trying to revive its business by courting outside customers for advanced semiconductor manufacturing. The partnership is still murky, however, because neither company has explained the structure of the deal in detail.

Intel’s public comments suggest it may contribute design, fabrication, and especially advanced packaging, with analysts saying packaging is the likeliest first step because Tesla already has chip design strength and existing ties to TSMC and Samsung. Pat Moorhead and others think Musk may also seek to license Intel architecture or manufacturing know-how, but they doubt a brand-new, vertically integrated fab that handles every stage at massive scale is realistic. Tesla’s past behavior points to heavy customization: its $16.5 billion Samsung deal for the A16 chip involved Tesla-designed silicon, and analysts expect Musk to push for similar control over Terafab’s process and cadence.

There are major caveats. No SEC filing has been made by Intel or Tesla, unlike AMD’s February disclosure of a multiyear, multi-generation deal with Meta, which suggests Terafab may still be little more than a handshake for now. Intel likely would retain the intellectual property around manufacturing, while Musk would license the process until his companies can buy their own advanced tools, such as lithography machines. Execution also looks difficult because the site has not been announced, Texas faces a shortage of electricians and plumbers, Tesla’s 10-million-square-foot Gigafactory build had injuries and at least 1 death, and the state already has intense competition for labor from data center builders; a 2-million-square-foot chip-design lab is under construction near Austin, but worker-safety concerns and scheduling pressure could still slow the project.