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.
Intel INTC shares fell more than 3% in morning trading Monday as potential TSMC involvement in Elon Musk's Terafab project raised fresh questions about Intel's role in the planned Texas chip facilities.
At 100 million square feet, it could become the largest building in the world. “Terafab Texas will be the largest and most valuable building on Earth by far,” Fox News profile wrote on X.
What it means: There's no deal yet between Musk's companies and TSMC, but the market's reaction to the possibility of a partnership has spooked investors who may have been betting on Intel being the top hardware beneficiary of the Terafab project.
Intel Corporation shares fell 4.2% in pre-open trading after reports indicated that Taiwan Semiconductor Manufacturing Company (TSMC) has entered initial discussions with Elon Musk’s Terafab venture about a potential manufacturing collaboration at the planned Texas semiconductor plant.
Intel fell 4% after Musk confirmed Taiwan Semiconductor discussions with Terafab, threatening Intel's role as the project's sole manufacturing partner.
TSMC in Talks to Join Musk’s Texas Terafab Project · Elon Musk confirmed that TSMC and his companies are discussing a possible chipmaking partnership in Texas. The project could make TSMC a supplier to Tesla, SpaceX and xAI. Carmen Reinicke has more on "Bloomberg Open Interest."
He said AI’s overall impact on R-Star remains unclear because its demand, supply, financial market and labour effects may push policy in different directions. TSMC (TSM), Intel (INTC) - TSMC and Intel are being discussed as potential partners for Elon Musk’s Terafab ambitions, DigiTimes reports.
For the proposed Texas Terafab, the ownership structure and TSMC’s eventual role remain under discussion. With the talks still at an early stage, the proposed operating and investment arrangements have yet to be finalised. (ANI) ... Govt pushes rare-earth magnet capacity as India seeks greater control over critical ...
Shares of Tesla, Inc. (TSLA) rose 1% overnight late Sunday after CEO Elon Musk confirmed talks with TSMC over his Terafab chipmaking project, while analysts weighed Tesla’s delivery beat and the growth potential of its self-driving tech.
Elon Musk's proposed Terafab in Grimes County, Texas, could surpass Boeing's Everett factory, the world's largest building by volume, based on projected dimensions
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Musk also confirmed that SpaceX ... Terafab chip project. Trump justified his move by saying that the word “artificial” makes the technology “sound fake, even though it isn’t.” He announced that from now on, all U.S. government documents should use the term “super” instead of “artificial,” and expressed hope that other countries would follow suit. He took the opportunity to dismiss criticism of the potential ...
The ongoing evaluations introduce strategic uncertainties regarding Intel’s anticipated role in the Terafab project. The potential integration of Taiwan Semiconductor’s advanced process technology could marginalize Intel’s involvement. ... However, analysts suggest alternative compromises remain feasible. Because the semiconductor manufacturer holds leading advanced packaging capabilities, production could conceivably involve front-end fabrication through Intel’s 14A process in Texas followed by
Days after reports emerged that TSMC was reassessing plans for a wafer fab in Texas, Tim Culpan, a former Bloomberg columnist and founder of independent media outlet Culpium, disclosed that the chipmaker is in discussions with Elon Musk's Terafab...
The potential partnership between TSMC and Elon Musk revolves around the Terafab project, which aims to enhance semiconductor manufacturing capabilities.
$Taiwan Semiconductor (TSM.US)$It has risen nearly 1%, approaching an all-time high, and reports indicate that it is considering partnering on Elon Musk's TeraFab project.