SpaceX is considering building a semiconductor plant in Grimes County, Texas. The initial investment is estimated at a minimum of $5.5 billion, while the project could reach a total scale of up to $119 billion.
The proposal outlines a plan for SpaceX to build a semiconductor plant in Grimes County, Texas, with an initial investment of at least $5.5 billion. It emphasizes the scale and ambition of the plan.
The project envisions a multi-phase, next-generation vertically integrated plant equipped for semiconductor manufacturing and advanced computing systems, and could involve Intel. Elon Musk (エロン・マスク) has referred to the project as “Terafab,” with plans also encompassing AI servers, data centers for satellites, and chip development for Tesla vehicles.
The plant is expected eventually to supply chips with annual capacity on the order of 1 terawatt, and the proposal describes plans to install data centers in space to capture demand for AI computing. The integrated entity is expected to reach a valuation of approximately $1.25 trillion.
The proposal states that implementation will depend on future regulatory decisions and market conditions, and that the overall project could reach as much as $119 billion. It also reportedly contemplates a June 2026 timeframe for a public listing.