According to the latest industry survey released by analyst Ming-Chi Kuo from TF International Securities, among the many custom ASIC (Application-Specific Integrated Circuit) vendors, MediaTek is considered the most likely candidate to become a key strategic partner for TERAFAB, the super chip factory project under Tesla. MediaTek is expected to fully support the adoption and production of Intel’s 14A advanced process technology and advanced packaging solutions, with small-volume shipments potentially beginning as early as 2028 to provide chips required by Elon Musk’s IC design team.
In March this year, Musk announced the TERAFAB project in Austin, Texas, which is being jointly developed by Tesla, SpaceX, and xAI. The project is positioned as the largest chip manufacturing facility in human history. [Jiemian, in Chinese]