[CNBC]score: 0.24
SpaceX planning $119B Terafab chip megafactory in Texas
May 8, 2026
SpaceX filed plans for a Texas semiconductor megafactory with a $55B initial investment scaling to $119B, targeting in-house chip production for AI infrastructure, Starlink, and Optimus robots. Vertical integration at this scale would reduce SpaceX's dependency on TSMC and Nvidia, directly competing with established foundry players.