The Tech Portal

Tesla’s ‘Terafab’ AI chip factory set to launch within the next 7 days, Elon Musk confirms

Elon Musk has revealed that Tesla is preparing to launch a massive AI semiconductor manufacturing initiative within the next seven days.
Blockonomi

Tesla Terafab: Elon Musk’s $25 Billion Chip Factory That Could Disrupt the Semiconductor Industry

Tesla's Terafab project launches in 7 days, targeting 2nm chips, $25B investment, and 1M monthly wafer starts by 2030.

Think it's too late to buy Taiwan Semiconductor Manufacturing Company stock? Here's the 1 reason why there's still time.

TSMC's competitive moat sets it up for longevity.
The Tech Portal

Samsung plans $73Bn AI chip investment for 2026 amid rising HBM demand

Samsung is preparing for one of the most aggressive expansion phases in its history, announcing plans to invest over $73 billion (~ 110 trillion won) in 2026 to strengthen its position in the fast-growing AI chip market.
Insider Monkey

Strong Demand for AI Chips Boosted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3

Baron Funds released its “Baron Durable Advantage Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund appreciated 5.6% (Institutional Shares) in the quarter compared to an 8.1% increase for the S&P 500 Index ...
ElectrekOpinion

Tesla’s Terafab chip fab ambitions ignore its total lack of semiconductor experience

Elon Musk announced on Saturday that Tesla’s “Terafab Project”, a plan to build what he envisions as the world’s