Elon Musk acknowledges talks between TSMC and Terafab

Tim Culpan reports, citing his sources, that TSMC is exploring how to help Elon Musk’s Terafab run planned chip factories in Texas. He says Terafab may be an anchor client for a future TSMC factory there. Musk acknowledged the talks, writing, “Just discussions, but something may come of it.” Reuters separately reports, citing two sources, that TSMC is evaluating a Texas investment but has not finalized a plan. TSMC declined to comment.