Tesla signs up for Intel 14A

Tesla will use Intel’s 14A manufacturing process to make chips for Elon Musk’s Terafab project, Musk said on April 22, 2026. (finance.yahoo.com 1) (finance.yahoo.com 2) Musk announced the plan on Tesla’s Q1 2026 earnings call and said, “14A seems like the right move,” because the node should be mature by the time Terafab scales. (seekingalpha.com) Intel said on April 7, 2026 that it had signed on to the Terafab venture as a partner, offering foundry technology and packaging expertise to the project. (techcrunch.com) Musk’s comment publicly names Tesla (and affiliates) as a customer for Intel’s 14A node — the first major external client Intel has acknowledged for that technology — and the news pushed Intel shares higher in after-hours trading. (finance.yahoo.com 1) (finance.yahoo.com 2) Intel describes 14A as its next “angstrom-era” process with features such as Turbo Cells for mixing high‑speed and power‑efficient logic blocks and PowerVia backside power delivery to improve routing and performance. (community.intel.com) (intel.com) Terafab, unveiled by Musk in March 2026, is being pitched as a $20–25 billion complex in Austin that aims to produce roughly one terawatt of AI compute per year across two fabs for vehicle/robotics chips and space data‑center processors. (techspot.com) Reporting so far leaves the operational model unclear: Intel’s public statements describe a design and foundry partnership, while other coverage says Tesla and SpaceX may run factory operations and that the arrangement could resemble a technology‑licensing or co‑development deal. (techcrunch.com) Intel will report first‑quarter 2026 results on April 23, 2026, a date investors will watch for any further details on 14A commercialization and the Terafab collaboration. (newsroom.intel.com)