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Elon Musk’s secret fab plan: new U.S. chip plant targets 2026 ramp

Summary by digitimes.com
Elon Musk, owner of SpaceX and Tesla Inc., is making significant strides to develop a comprehensive semiconductor manufacturing supply chain in the US. Sources indicate that the fan-out panel-level packaging (FOPLP) plant in Texas has reached the equipment delivery phase and aims to commence volume production by late third quarter 2026.

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We are seeing the CEO of X, Tesla and SpaceX, among other companies, moving quietly towards a goal that until two years ago would have seemed impossible, really crazy, unheard of. And it is that Elon Musk is building a complete chain of manufacturing and chip packaging in the United States, and that includes from PCB to FOPLP and a future wafer factory capable of sustaining demand for Tesla, SpaceX and Starlink. In practice, it is building a TSM…

Just a week ago, Elon Musk stated that Tesla would likely have to build its own semiconductor factory (TeraFab). Despite expert warnings about the massive difficulties of such a venture, it appears the billionaire has already begun implementing it. Created by Grok According to sources, construction of the first site in Texas is already underway: equipment is being delivered to the site, indicating that preparatory work... The post "Elon Musk was…

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digitimes.com broke the news in on Thursday, November 13, 2025.
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