During Tesla's April 22 earnings call, Elon Musk confirmed that Terafab — the $20 billion semiconductor joint venture among Tesla, SpaceX, and xAI — will use Intel's 14A process technology for manufacturing AI chips. Intel 14A is the company's most advanced node, intended to compete with TSMC's 2nm process, and this marks its first significant anchor customer. SpaceX will operate high-volume manufacturing at the Austin facility; one fab is earmarked for Tesla vehicle and Optimus robot chips, the other for AI data center compute. Intel's initial partnership announcement came on April 7 via TechCrunch; the 14A confirmation at earnings gave Intel shares a brief boost and is widely read as a lifeline for the company's struggling foundry business.