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Elon Musk acknowledges talks between TSMC and Terafab

Tim Culpan reports TSMC may help run Terafab’s planned Texas chip factories; Musk calls it “just discussions.”

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5 Sources, 1d ago, first seen 1d ago

TLDR

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.

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5 Sources, first seen 1d ago

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Combined views

839.7K

5 Sources, first seen 1d ago

9.9K likes401 comments397 saves475 reposts

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11 Sources

Tom's HardwareElon Musk confirms discussions with TSMC about Terafab chipmaking collaboration — Intel is the only other named partner, Terafab to exclusively supply Tesla, SpaceX, and xAI9h
www.culpium.comExclusive: TSMC Exploring Plans to Work With Elon Musk’s Terafab
ReutersTSMC evaluates potential Texas investment, sources say2d
DIGITIMESMusk confirms talks with TSMC over his Texas chip factory project9h
The Asia Business Daily"Korean MCE Firms Secure Major Stake in Elon Musk's $119 Billion 'Terafab,' Set to Consume Twice Entire US Power" - The Asia Business Daily1d
@tculpanA TSMC expansion in Texas only makes sense if: -It's a significant presence, one with enough capacity to achieve economies of scale -There's *significant* anchor customers. This is not Arizona all over again. TSMC Texas needs to be viewed through a different lens to Arizona1d
@elonmusk@wholemars Just discussions, but something may come of it16h
@jukan05Elon: Terafab and TSMC are indeed in talks. Don’t underestimate @tculpan.15h
@wholemarsElon Musk confirms Terafab is in preliminary discussions with TSMC14h
@SawyerMerrittElon on working with TSMC for Terafab:9h
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    11 Sources

    Tom's HardwareElon Musk confirms discussions with TSMC about Terafab chipmaking collaboration — Intel is the only other named partner, Terafab to exclusively supply Tesla, SpaceX, and xAI9h
    www.culpium.comExclusive: TSMC Exploring Plans to Work With Elon Musk’s Terafab
    ReutersTSMC evaluates potential Texas investment, sources say2d
    DIGITIMESMusk confirms talks with TSMC over his Texas chip factory project9h
    The Asia Business Daily"Korean MCE Firms Secure Major Stake in Elon Musk's $119 Billion 'Terafab,' Set to Consume Twice Entire US Power" - The Asia Business Daily1d
    @tculpanA TSMC expansion in Texas only makes sense if: -It's a significant presence, one with enough capacity to achieve economies of scale -There's *significant* anchor customers. This is not Arizona all over again. TSMC Texas needs to be viewed through a different lens to Arizona1d
    @elonmusk@wholemars Just discussions, but something may come of it16h
    @jukan05Elon: Terafab and TSMC are indeed in talks. Don’t underestimate @tculpan.15h
    @wholemarsElon Musk confirms Terafab is in preliminary discussions with TSMC14h
    @SawyerMerrittElon on working with TSMC for Terafab:9h
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