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<title>Tesla</title>
<link>https://gridtochip.site/companies/tesla</link>
<description>News and posts about Tesla on GridToChip</description>
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<title>Why Terafab approached South Korean suppliers first</title>
<link>https://www.digitimes.com/news/a20261022PD229/elon-musk-equipment-tesla-materials-spacex.html</link>
<pubDate>Thu, 22 Oct 2026 04:06:20 GMT</pubDate>
<description>Elon Musk's Terafab project is reportedly engaging with multiple South Korean suppliers covering semiconductor materials, piping, wastewater recycling, and testing components. (DigiTimes)</description>
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<title>Elon Musk expands South Korean supplier network for Terafab</title>
<link>https://www.digitimes.com/news/a20261021PD251/elon-musk-production-supplier-equipment-spacex.html</link>
<pubDate>Thu, 22 Oct 2026 01:10:05 GMT</pubDate>
<description>Elon Musk's Terafab semiconductor production initiative is expanding its supplier outreach in South Korea across various components and process materials for the entire supply chain. (DigiTimes)</description>
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<title>Samsung's HBM4 supply lock-in exposes limits of China's CXMT as Apple and Tesla seek DRAM alternatives</title>
<link>https://www.digitimes.com/news/a20261020VL218/samsung-cxmt-dram-hbm4.html</link>
<pubDate>Tue, 20 Oct 2026 06:40:48 GMT</pubDate>
<description>Samsung's anticipated high level of pre-committed memory contracts is noted alongside China's CXMT expanding capacity, which draws attention from Western tech firms looking for alternative DRAM suppliers. (DigiTimes)</description>
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<title>Commentary: Samsung's US 2nm ramp faces no room for error</title>
<link>https://www.digitimes.com/news/a20261020PD218/samsung-2nm-fab-texas-production-tesla.html</link>
<pubDate>Tue, 20 Oct 2026 02:32:50 GMT</pubDate>
<description>Samsung's ability to successfully ramp production of its 2nm process at its US fab is crucial for its foundry recovery and servicing major orders from clients like Tesla and Broadcom. (DigiTimes)</description>
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<title>Elon Musk points to China's 2028 DRAM supply surge to challenge Samsung, SK Hynix pricing power</title>
<link>https://www.digitimes.com/news/a20261019VL210/elon-musk-dram-tesla-2028-samsung.html</link>
<pubDate>Mon, 19 Oct 2026 07:43:43 GMT</pubDate>
<description>Elon Musk suggested that a projected surge in China's DRAM supply by 2028 could challenge the pricing dominance held by Samsung and SK Hynix. (DigiTimes)</description>
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<title>Elon Musk's Terafab will reportedly receive its first EUV tool from ASML in mid-2027</title>
<link>https://www.tomshardware.com/tech-industry/semiconductors/elon-musks-terafab-will-reportedly-receive-its-first-euv-tool-from-asml-in-mid-2027-cutting-edge-scanner-could-sit-idle-for-some-time-as-experimental-facility-is-completed</link>
<pubDate>Wed, 14 Oct 2026 12:30:00 GMT</pubDate>
<description>Elon Musk's Terafab will begin its manufacturing capabilities with the delivery of its first EUV lithography tool from ASML in mid-2027. (Tom's Hardware)</description>
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<title>Elon Musk says Micron is 'reasonable' on memory prices while others are 'extortionate'</title>
<link>https://www.digitimes.com/news/a20261014VL211/micron-dram-price-elon-musk.html</link>
<pubDate>Wed, 14 Oct 2026 06:19:58 GMT</pubDate>
<description>Elon Musk commented on the memory market, stating that Micron's pricing is reasonable compared to other suppliers. (DigiTimes)</description>
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<title>Weekly news roundup: Musk looms large as AI chip boom drives capacity expansion and geopolitical risks</title>
<link>https://www.digitimes.com/news/a20261005VL200/capacity-tsmc-demand-financing-anthropic.html</link>
<pubDate>Mon, 05 Oct 2026 01:20:13 GMT</pubDate>
<description>The report highlights how Elon Musk's influence and the AI chip boom are driving significant data center capacity expansion while highlighting escalating geopolitical risks. (DigiTimes)</description>
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<title>Musk confirms talks with TSMC over his Texas chip factory project</title>
<link>https://www.digitimes.com/news/a20261003VL200/tsmc-texas-elon-musk-spacex-investment.html</link>
<pubDate>Sat, 03 Oct 2026 14:36:49 GMT</pubDate>
<description>Elon Musk has confirmed discussions with TSMC regarding the construction of a chip manufacturing facility in Texas. (DigiTimes)</description>
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<title>SiC substrate market shows signs of recovery, driven by demand from vehicles, energy and AI infrastructure</title>
<link>https://www.digitimes.com/news/a20260929RS400/sic-substrate-market-demand-inverter.html?chid=2</link>
<pubDate>Thu, 01 Oct 2026 08:02:14 GMT</pubDate>
<description>The silicon carbide (SiC) substrate market is experiencing a recovery fueled by demand in the automotive, energy, and AI infrastructure sectors. (DigiTimes)</description>
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<title>DensityAI: Chip startup founded by former Tesla Dojo execs valued at $10bn – report</title>
<link>https://www.datacenterdynamics.com/en/news/ai-chip-startup-founded-by-former-tesla-dojo-execs-valued-at-10bn-report</link>
<pubDate>Fri, 25 Sep 2026 15:02:00 GMT</pubDate>
<description>A report highlights a new chip startup, founded by former Tesla Dojo executives, that aims to develop chips utilizing 3D DRAM stacking. (Data Center Dynamics)</description>
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<title>Musk's Memphis move puts xAI at the center of his empire</title>
<link>https://www.digitimes.com/news/a20260921PD203/xai-elon-musk-data-center-spacex-2026.html</link>
<pubDate>Mon, 21 Sep 2026 03:38:13 GMT</pubDate>
<description>Elon Musk is taking a highly visible, hands-on role in the construction of xAI's Memphis data center, emphasizing the importance of this location to his overall technological infrastructure strategy. (DigiTimes)</description>
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<title>Samsung reportedly starts Tesla chip trial production at Taylor fab</title>
<link>https://www.digitimes.com/news/a20260917VL212/samsung-production-tesla-fab-2nm.html</link>
<pubDate>Thu, 17 Sep 2026 03:51:40 GMT</pubDate>
<description>Samsung has reportedly started trial production of Tesla's next-generation AI chip at its Texas foundry, aiming to verify 2nm production and yield. (DigiTimes)</description>
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