Elon Musk's TeraFab project aims for 1 terawatt chip production, recruiting TSMC engineers and investing up to $5 trillion to reshape the semiconductor industry.
© Elon Musk / x.com/elonmusk
Elon Musk has launched the active phase of one of the most ambitious projects in semiconductor industry history—TeraFab. According to sources, Tesla has already begun searching for key specialists and is targeting Taiwan, home to the world's top chip manufacturing engineers, including employees of TSMC.
The company is reportedly trying to recruit highly qualified specialists with experience in advanced technologies like GAA and FinFET. Tesla's job postings directly point to the development of modern system-on-chip designs and production scaling. This approach could trigger serious competition for talent and exacerbate the global shortage of specialists in the industry.
The TeraFab project itself appears extremely ambitious: Musk aims to ramp up production capacity to a level capable of delivering up to 1 terawatt of computing power annually. The facility is designed to cover not only logic chip production but also memory manufacturing and advanced packaging, making it a comprehensive semiconductor production ecosystem.
Analysts estimate the potential cost of the project at up to $5 trillion—several times the current scale of the entire industry. Despite expert skepticism, the aggressive hiring push suggests Tesla views TeraFab not as a concept but as a real long-term project that could reshape the chip market balance of power in the coming years.