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TSMC Discusses Potential Role in Musk’s Texas Terafab

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TSMC is discussing a potential role in Elon Musk’s planned Terafab in Texas, with Musk confirming the talks are still at an early stage. TSMC Chairman and CEO C.C. Wei says building a new wafer fab takes two to three years, while increasing production capacity requires another one to two years.

TSMC Explores Role in Musk’s Terafab Texas Foundry

REPORTER:  
TSMC is discussing a potential role in Musk’s planned Terafab foundry in Texas.

Building a new wafer fab takes two to three years.

There are no shortcuts.

Increasing production capacity takes another one to two years.

That’s simply the reality of the foundry industry.

That timeline could be a key factor in TSMC’s talks with Elon Musk. One option would have TSMC own and operate the plant. SpaceX would invest in the project and buy chips from it. Another option would give SpaceX a majority stake. Musk confirmed the talks with TSMC on X, saying they are still at an early stage.