AI news Oct 11, 2026

Today · post, October 10

Kundojjala ties four toolmakers to Terafab; one post has it

Semiconductor analyst Sravan Kundojjala says the four big chip-equipment makers, ASML, Applied Materials, Lam Research and KLA, are all involved in Terafab, the chip fab Musk's companies plan to build (a single post, unverified); the Texas governor's office announced on August 6 that Terafab's first phase is a capital investment of more than US$16.8 billion. He writes: "ASML, AMAT, Lam and KLA are all engaged in Terafab project." The same post puts a pilot line at another US$3 billion or more, so in the post both figures are SpaceX spending, on different phases. He thinks KLA's inspection and metrology tools matter most in the early push for yield (Sravan Kundojjala, 2026-10-10). The four toolmakers and the US$3 billion pilot line rest on this one analyst's post; we didn't read the attached image, and there's no company announcement or second source for them. The first-phase figure has an official source: announcing a SpaceX expansion in Grimes County on August 6, the Texas governor's office wrote that "the first phase of the Terafab project represents a capital investment of more than" US$16.8 billion (Office of the Texas Governor, 2026-08-06). If it holds, a new fab would have all four leading toolmakers lined up from the start; a company announcement or an order disclosure from one of the four would be the first confirmation.