TSMC CEO Responds to Terafab Competition with 'Best Wishes'
TSMC leadership addresses Terafab as a potential rival in advanced chip manufacturing, offering neutral public support while emphasizing their own supply chain strengths.
Key facts
- TSMC CEO C.C. Wei says 'I wish him all the best' regarding Terafab
- Highlights Taiwan's unmatched ecosystem vs new US efforts
- Context of customer diversification away from single suppliers
I wish him all the best
How the story unfolded
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- techtimes.com AI Chip Shortage Will Last Years, TSMC Warns: Why Stable Pricing Still Means 2026 Increases Wei said TSMC is not afraid of competition from Intel, Samsung, or newcomers, and he wished Elon Musk good luck on Terafab, Musk's plan to build large, leading-edge chip plants from scratch — while cautioning that such a project would take ...
- baomoi.com CEO TSMC: Không ngại cạnh tranh từ Intel, Samsung hay công ty của Elon Musk - Tạp chí VnEconomy Ông Wei đồng thời khẳng định TSMC không lo ngại cạnh tranh từ Intel, Samsung hay bất kỳ đối thủ nào khác trong ngành sản xuất chip. “Tôi chỉ có thể nói ‘chúc may mắn’ với dự án siêu nhà máy chip Terafab của ông Elon Musk.
- chipbriefing.substack.com Daily: TSMC not afraid of competition, would like to hike prices At TSMC’s annual shareholder meeting, CEO CC Wei said that the firm is working hard to meet demand in trying not to be a bottleneck for the AI industry; would like to hike prices (but not in the sharp way of the memory firms); was not afraid of competition by US, Korean, or Chinese fabs; and wished Elon Musk good luck in his Terafab project, saying it would take a long-time for Terafab to deliver mass, cutting-edge chips as promised.
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- electronicsweekly.com C C Wei wishes Elon “Good Luck” with TeraFab | Electronics Weekly TSMC CEO C C Wei (pictured) has wished Elon Musk ‘Good Luck’ in his pursuit of a 1m wpm TeraFab, adding: “It will take quite long.” Speaking at the TSMC
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- investing.com TSMC: UBS hikes price target, reiterates Buy ahead of Q2 earnings By Investing.com The brokerage expects TSMC to provide more insight on its capex plans during its Q2 earnings call, and also expects the company to address concerns over potential competition from rivals such as Samsung Foundry, Intel, and Terafab.
- top1markets.com TSMC Stock Analysis: UBS Raises Target to T$3,400 Ahead of July 16 Q2 Earnings | TOPONE Markets What competitive concerns will TSMC address on the earnings call? UBS expects management to address Samsung Foundry, Intel 18A, and Terafab as potential second-source alternatives that customers are evaluating.
- tipranks.com UBS Raises TSMC Stock Price Target Ahead of Q2 Earnings on Strong AI Demand - TipRanks.com UBS expects TSMC to provide more details on its spending plans in the upcoming earnings call and address competition from rivals such as Samsung (SSNLF), Intel (INTC), and Terafab.
- econotimes.com UBS Raises TSMC Price Target to T$3,400 on Strong AI Chip Demand Outlook - EconoTimes UBS analysts noted that a higher commitment to capital spending is essential to reducing customer concerns about limited production capacity and the need to diversify suppliers. While competitors such as Samsung Foundry, Intel, and Terafab continue investing in semiconductor manufacturing, UBS believes TSMC remains well positioned to maintain its technology leadership.
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- tipranks.com TSM Stock | Taiwan Semiconductor Manufacturing Company Limited Price, Quote, News & Analysis - TipRanks.com Persistent backend limits can restrict shipments, force additional capital and R&D into packaging, and reduce near‑term revenue/margin capture on advanced chips.Show MoreShow More ... TSMC ($TSM), the Taiwanese semiconductor giant, is set to release its full second-quarter earnings results tomorrow, July 16.... ... SpaceX’s ($SPCX) planned Terafab chip project with EV maker Tesla ($TSLA) could be critical to the aerospace company’s...
- investor.tsmc.com Q2 2026 Taiwan Semiconductor Manufacturing Co Ltd ... My first question is really about the foundry competition. I understand that there's no shortcut for a newcomer like TeraFab, but · how about like Samsung Foundry, right? They got a huge profit from memory business. Intel got a US policy support. So I'm not · sure how TSMC is going to address those competition because apparently several US companies are engaging with those industry
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- 247wallst.com Why Intel Vs. Taiwan Semiconductor Isn't a Real Competition Through The End of 2026 - 24/7 Wall St. TSMC guided Q3 revenue to $44.6 billion to $45.8 billion and raised full-year growth to slightly above 40%. Sony image sensors and the A13 unveiling at the 2026 North America Technology Symposium keep the customer roadmap loaded. Intel is building credibility instead. Xeon 6 was selected as host CPU for NVIDIA’s DGX Rubin NVL8 systems, a multiyear Xeon and custom IPU deal was signed with a hyperscaler partner, and Intel joined the Terafab project alongside SpaceX, xAI, and Tesla.
- bivashvlog.com TSMC US Investment: $265 Billion AI Chip Expansion Explained TSMC plans to add $100 billion ... Musk’s Terafab. According to Odaily, the additional investment may be used to build four wafer fabs in Arizona, and the company’s local footprint could eventually expand to 10 wafer manufacturing plants and two advanced packaging ...
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- qncnews.com TSMC Commits $100 Billion to Arizona Expansion in Massive US Semiconductor Push – QNC News Competition in the foundry business has grown fiercer as Intel attempts to rebuild its manufacturing prowess and position itself as a contract chipmaker for other companies. Meanwhile, emerging players like Terafab are seeking to carve out their own niches in the market.
- fool.com This Is My Favorite Artificial Intelligence Stock to Buy Right Now (Hint: Not Nvidia, Broadcom, or Alphabet) | The Motley Fool While competitors like Terafab and Samsung Foundry are making inroads into the business, TSMC is investing deeply in keeping its lead. On its second-quarter earnings call, it announced plans to invest another $100 billion in its Arizona foundry, ...
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- electronicsweekly.com Samsung Foundry delays 1.4nm process for three years ⋆ Electronics Weekly “We wanted to apply High-NA EUV to mass production at nodes such as 2nm and 1.4nm, but the technology still requires further improvements,” said Chang Min Park, Master VP of Technology at Samsung Electronics, at NGL 2026, “we believe High-NA EUV will become necessary from A10 and below, and we are conducting joint development with various partners.” · When working on his Terafab project, Elon Musk came to the conclusion that High-NA delivered: “Half the chip for twice as much, for a gain that is
- electronicsforyou.biz Samsung Delays 1.4nm Process at Its Fabs Till 2029 “We wanted to apply High-NA EUV to mass production at nodes such as 2nm and 1.4nm, but the technology still requires further improvements,” said Chang Min Park, Master VP of Technology at Samsung Electronics, at NGL 2026. This slower adaptation of technology is intended to improve yields and commercial viability as leading-edge manufacturing becomes increasingly expensive. Working on his Terafab project, Elon Musk came to a conclusion that high-NA “delivered half the chip, for twice as much” ind
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- coincentral.com Taiwan Semiconductor (TSM) Stock: Why Wells Fargo Sees a Chip Equipment Boost - CoinCentral He noted Texas Instruments, Samsung, Coherent, and Terafab already operate fabs there. TSMC also runs a design service center in Austin. That existing footprint gives the company a head start if it decides to build further in the area. No formal announcement has been made yet. Wells Fargo’s note is based on expectations rather than confirmed plans from TSMC. TSMC’s 2nm process node counts some of tech’s biggest names as customers.
- gurufocus.com Wells Fargo Spots Unexpected Winner in TSMC's 2nm Race Quatrochi also pointed to the so-called Silicon Prairie as a logical location for a potential second U.S. campus because Texas already hosts semiconductor operations from companies including Texas Instruments, Samsung, Coherent and Terafab.
- news.futunn.com Wells Fargo & Co comments on rumors of Taiwan Semiconductor's 2nm capacity expansion: Semiconductor equipment manufacturers may see incremental benefits He added, "We believe that the ... those of Texas Instruments, Samsung, Coherent, and now Terafab. In addition, Taiwan Semiconductor has a design services center in Austin." Taiwan Semiconductor's 2nm process customers include Apple (AAPL.US), NVIDIA (NVDA.US), AMD (AMD.US), ...
- bitcoinethereumnews.com Taiwan Semiconductor (TSM) Stock: Wells Fargo Predicts Equipment Surge from 2nm Plans Quatrochi identified the Silicon Prairie corridor as a feasible location for additional TSMC facilities. The region already hosts fabrication plants operated by Texas Instruments, Samsung, Coherent, and Terafab.
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- electronicsweekly.com TSMC looking to build six fabs in Texas ⋆ Electronics Weekly TSMC is reported to be considering an investment in Texas which could be bigger than its planned $265 billion investment in Arizona. The Texas investment is said to be for six fabs. Texas’ ‘Silicon Prairie’ already has TI, Samsung and Terafab among numerous chip plants and their suppliers.
- thestreet.com TSMC's next move could ripple far beyond Apple, Nvidia - TheStreet He said Texas’s Silicon Prairie would be a logical home for a second campus. Texas Instruments, Samsung Electronics, Coherent and Terafab already have fab operations there, he noted.
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- finance.biggo.com Tim Culpan: TSMC's Likely Role in Musk's Terafab Is a Multi-Year Lease, Not a Clean Room — BigGo Finance Journalist Tim Culpan, speaking on the Supply Chained podcast, argues TSMC's most plausible role is a three-to-five-year lease of space inside a broader industrial campus rather than a locked-in clean room, while Intel looks like the natural partner despite a cultural mismatch. Terafab has already poached fab talent from Intel and Samsung's Taylor, Texas site at 1.5x to 2x market pay, mostly in equity.
- barchart.com Taiwan Semiconductor Could Partner With Elon Musk’s Terafab, but It Has 1 Condition Barchart is the leading provider of real-time stock and commodities data. Keep tabs on your portfolio with screeners, customizable charts and analysis.
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- newmarketpitch.com Is TSMC beating Intel for Musk’s chip plant? Texas would provide another American location, potentially closer to customers and semiconductor manufacturing partners already operating there. TSMC also expects enormous investment requirements across its existing business. The company maintained a 2026 capital expenditure budget of $60 billion to $64 billion and anticipated greater spending over the following two years. Terafab's first announced phase involves more than $16.8 billion in planned investment, so a potential cooperation agre
- benzinga.com Why 'Intel Plus Elon' Could Pose Bigger Threat to TSMC Than Musk Alone - Tesla (NASDAQ:TSLA) - Benzinga Chip analyst Jay Goldberg says Intel’s manufacturing expertise could make Musk’s Terafab a much bigger threat to TSMC.
- finance.yahoo.com Taiwan Semiconductor Wants In on SpaceX’s Terafab — but Only If It Runs the Fab Taiwan Semiconductor (NYSE:TSM) confirmed on its October 15, 2026 third-quarter earnings call that it is in talks with SpaceX (NASDAQ:SPCX) about the Terafab chip plant.
- digitimes.com Why Terafab approached South Korean suppliers first TSMC, Intel named as Musk's Terafab ambitions face reality check · GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap · Beyond 16 layers: HBM stacks test advanced packaging equipment makers · TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable ·
- digitimes.com Elon Musk expands South Korean supplier network for Terafab TSMC, Intel named as Musk's Terafab ambitions face reality check · GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap · Beyond 16 layers: HBM stacks test advanced packaging equipment makers · TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable ·
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