Elon Musk told analysts that Tesla and SpaceX will adopt Intel’s newest “14A” process for the ambitious “Terafab” semiconductor campus. The comment sent Intel shares up roughly 3% in after‑hours trading, offering a rare public endorsement as the chipmaker strives to catch up with Taiwan’s TSMC. Musk’s praise arrives while Intel has yet to announce any paying customers for the still‑testing technology.

The 14A node aims to deliver logic, memory and advanced packaging in a single fab, a capability Musk says is essential to meet AI‑driven demand for high‑bandwidth memory. Current shortages from Samsung, SK Hynix and Micron have left AI builders scrambling, and Musk warned that without the Terafab his companies lack a viable supply path for the chips needed to scale.

Analysts view Musk’s nod as a potential turning point for Intel’s manufacturing turnaround, which has struggled to attract external business for both the 14A and earlier 18A processes. With earnings due Thursday, investors will gauge whether the Tesla‑SpaceX partnership can translate into a broader customer pipeline. For now, the endorsement injects fresh confidence into Intel’s bid to reclaim leadership in advanced node production.