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Meanwhile, Intel's stock, which joined the Terafab project in April, closed down about 2.6% on Monday, marking its third consecutive day of decline. The possibility of TSMC's involvement directly impacted market expectations regarding Intel's position in the project.
A report from Yahoo! Finance noticed that bringing TSMC in on the Terafab product would basically shrink Intel’s role accordingly. Terafab would no longer be Intel’s “most visible outside foundry customer,” but would rather relegate Intel to being one among two, or potentially many.
Musk confirms early TSMC talks on Terafab, the Tesla-SpaceX chip plant with a $16.8B first phase, and says SpaceXAI will become SpaceXSI.
Intel is trying to build a competing foundry business, which is why customer wins matter so much to its share price. In early October 2026, Intel shares fell after Elon Musk confirmed TSMC was in talks to join Terafab, a Texas chip project where Intel had been the only named manufacturing partner.
Elon Musk has said that SpaceX is in talks with TSMC regarding the former’s $16.8 billion TeraFab project in Grimes County, Texas.
Elon Musk has confirmed ongoing discussions with TSMC about a potential partnership for Terafab, emphasizing that these are preliminary talks without any concrete agreements yet.
In the end, I think Terafab mattered more to Intel's reputation than to its revenue. The bigger test is outside customers committing to 14A at Intel's own factories, and the share price already assumes they will.
The talks remain preliminary, leaving the final structure uncertain. Terafab is intended to produce custom chips for Tesla, SpaceX and xAI as computing requirements increase.
In sun-synchronous orbit (SSO), AI1 satellites capture continuous solar power with no weather or atmospheric loss, avoiding Earth’s grid, land, and cooling constraints. SpaceX plans to produce advanced AI chips at scale in its new fab facility, a joint project with Tesla using a modular architecture that enables seamless integration and continuous upgrades of next-generation processors. TERAFAB ·
We think Terafab could become a major engine of the AI infrastructure spending supercycle in 2027 and 2028. Elon Musk confirmed discussions with TSMC about potential manufacturing cooperation in Texas, with reporting suggesting Terafab could become an anchor customer for a future TSMC factory.
TSMC $TSM stock rose about 3% in Taiwan and was up 1% in premarket U.S. trading. The development rattled some Intel investors, who see TSMC's possible involvement as a competitive threat, given that Intel had been the earliest backer of Terafab when it pledged its support in April, according to MarketWatch.
Terafab is Musk's plan to build a giant semiconductor factory to serve Tesla (TSLA), SpaceX (SPCX), and xAI.
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world's leading contract ...
The TeraFab concept was initially ... be sufficient for Tesla’s long-term requirements. In March 2026, Musk announced plans for a semiconductor facility in Austin, Texas, positioned near Tesla’s headquarters and intended as ...
First announced in early 2026 as a joint effort between Tesla and SpaceX, TeraFab aims to solve hardware shortages by building a massive, vertically integrated supply chain on American soil.
Elon Musk has confirmed that his ... semiconductor facility in Texas. The project could produce chips for Tesla, SpaceX and xAI, with possible operating models involving TSMC or SpaceX....
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record.
Terafab is Intel’s showcase. Intel’s foundry business makes chips for other companies, and it needs big outside customers to prove it can compete with TSMC. Right now, those customers are scarce: in the second quarter, outside customers brought in just $293 million of revenue.
Texas is becoming the Singularity’s machine shop. TSMC is exploring helping Musk’s Terafab run its fabs there, and Musk says something “may come of it.” Taylor negotiated $69 million a year in taxes, plus school and animal-care funds, for a data center. Giga Texas is raising an Optimus factory for 10 million humanoids a year, though Austin Robotaxis only run until 11pm because gray kittens on gray tarmac are hard to see, a job critics say lidar handles.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is discussing a possible role in Musk’s massive Terafab project in Texas, raising the prospect that Intel’s 14A process will have to compete for Musk’s future chip business rather than simply supply it.