# Tesla and SpaceX plan $16.8B Texas semiconductor factory

Endata daily brief, 2026-11-11.

Major semiconductor and vehicle plants lead the pipeline for construction, equipment and materials suppliers, while transformer projects add longer-term opportunities [[1]](https://endata.com/announcements/114587-tesla-and-spacex-plan-terafab-semiconductor-factory-in-texas.md) [[2]](https://endata.com/announcements/114635-silicon-box-to-build-3-2b-semiconductor-packaging-facility-in-novara-italy.md) [[3]](https://endata.com/announcements/114588-honda-to-build-3b-auto-plant-in-ohio-for-hybrid-vehicles.md) [[4]](https://endata.com/announcements/114490-hitachi-energy-to-build-528m-transformer-factory-in-mississippi.md).

## Semiconductor plants

Tesla and SpaceX, with Intel’s support, plan a $16.8B semiconductor factory in Grimes County, Texas, targeting first production in Q3 2028 and monthly capacity of 1 million wafers by 2032 [[1]](https://endata.com/announcements/114587-tesla-and-spacex-plan-terafab-semiconductor-factory-in-texas.md). The project could create demand for cleanroom construction, chipmaking equipment, utilities and process materials [[1]](https://endata.com/announcements/114587-tesla-and-spacex-plan-terafab-semiconductor-factory-in-texas.md).

Silicon Box plans a $3.4B semiconductor packaging and testing facility in Novara, Italy, with construction starting in early 2027 [[2]](https://endata.com/announcements/114635-silicon-box-to-build-3-2b-semiconductor-packaging-facility-in-novara-italy.md). Suppliers of packaging and test equipment, cleanroom systems and construction services have an earlier project milestone to target [[2]](https://endata.com/announcements/114635-silicon-box-to-build-3-2b-semiconductor-packaging-facility-in-novara-italy.md).

## Vehicles and aerospace

Honda plans a $3B auto plant in Central Ohio with capacity for 240,000 vehicles a year and production expected in 2029 [[3]](https://endata.com/announcements/114588-honda-to-build-3b-auto-plant-in-ohio-for-hybrid-vehicles.md). Construction contractors and suppliers of production equipment, automation and vehicle components could find opportunities as the project advances [[3]](https://endata.com/announcements/114588-honda-to-build-3b-auto-plant-in-ohio-for-hybrid-vehicles.md).

Airbus plans a $630M engine-mast factory near Toulouse, France, with commissioning expected in 2031 [[5]](https://endata.com/announcements/114789-airbus-plans-new-factory-near-toulouse-for-engine-masts.md). The project could require manufacturing equipment, tooling, materials and construction services [[5]](https://endata.com/announcements/114789-airbus-plans-new-factory-near-toulouse-for-engine-masts.md).

## Electrical equipment

Hitachi Energy plans a $528M transformer factory in Mississippi, slated to open in 2029, while Tsea plans a $162M power-transformer complex in Contagem, Brazil, expected to operate in 2030 [[4]](https://endata.com/announcements/114490-hitachi-energy-to-build-528m-transformer-factory-in-mississippi.md) [[6]](https://endata.com/announcements/114702-tsea-to-build-900m-transformer-complex-in-contagem-brazil.md). Both projects could need factory equipment, electrical materials and construction services before opening [[4]](https://endata.com/announcements/114490-hitachi-energy-to-build-528m-transformer-factory-in-mississippi.md) [[6]](https://endata.com/announcements/114702-tsea-to-build-900m-transformer-complex-in-contagem-brazil.md).

UniverCell has opened a second production facility in Kiel-Moorsee, Germany, for cylindrical battery cells, with plans to invest up to $315M [[7]](https://endata.com/announcements/114685-univercell-opens-battery-cell-production-facility-in-kiel-moorsee.md). The operating plant is a nearer-term prospect for cell-production materials, equipment maintenance and other services [[7]](https://endata.com/announcements/114685-univercell-opens-battery-cell-production-facility-in-kiel-moorsee.md).

## What to watch

Watch for construction to begin on Silicon Box’s Novara facility in early 2027 [[2]](https://endata.com/announcements/114635-silicon-box-to-build-3-2b-semiconductor-packaging-facility-in-novara-italy.md).

## Announcements cited

1. [Tesla and SpaceX plan Terafab semiconductor factory in Texas](https://endata.com/announcements/114587-tesla-and-spacex-plan-terafab-semiconductor-factory-in-texas.md) (2026-11-09)
2. [Silicon Box to build €3.2B semiconductor packaging facility in Novara, Italy](https://endata.com/announcements/114635-silicon-box-to-build-3-2b-semiconductor-packaging-facility-in-novara-italy.md) (2026-11-09)
3. [Honda to build $3B auto plant in Ohio for hybrid vehicles](https://endata.com/announcements/114588-honda-to-build-3b-auto-plant-in-ohio-for-hybrid-vehicles.md) (2026-11-09)
4. [Hitachi Energy to build $528M transformer factory in Mississippi](https://endata.com/announcements/114490-hitachi-energy-to-build-528m-transformer-factory-in-mississippi.md) (2026-11-09)
5. [Airbus plans new factory near Toulouse for engine masts](https://endata.com/announcements/114789-airbus-plans-new-factory-near-toulouse-for-engine-masts.md) (2026-11-10)
6. [Tsea to build $900M transformer complex in Contagem, Brazil](https://endata.com/announcements/114702-tsea-to-build-900m-transformer-complex-in-contagem-brazil.md) (2026-11-09)
7. [UniverCell opens battery cell production facility in Kiel-Moorsee](https://endata.com/announcements/114685-univercell-opens-battery-cell-production-facility-in-kiel-moorsee.md) (2026-11-09)

---
Data from Endata (https://endata.com/). Announcements are summarized from public sources and may be incomplete; check the linked originals.