Elon Musk confirmed talks with Taiwan Semiconductor Manufacturing Co (TSMC) about building a dedicated chip factory for Tesla, SpaceX, and xAI under the Terafab initiative. The factory would supply custom chips for AI, vehicles, and spacecraft, aiming to secure a steady chip supply rather than compete as a foundry. Possible deal structures include TSMC owning and operating the plant with SpaceX investing, or SpaceX holding majority ownership while TSMC provides technology. This development may exclude Intel's 14A process, previously considered for Terafab, signaling a shift in chip manufacturing partnerships.
As of Oct 05, 2026 22:14 WIB, TSMC shares on Pluang are priced at USD 483.00, up 2.16% for the day, reflecting investor interest in the chipmaker amid talks with Tesla and SpaceX. Tesla's stock also gained 2.11%, trading at USD 378.42, while SpaceX saw a notable 5.08% rise to USD 167.02, the largest daily increase among the three. SpaceX's strong performance stands out as the most notable figure in this context.
TSMC will report earnings on October 15, 2026, with its CEO's commentary on AI chip demand, capacity, and advanced packaging for 2027 being crucial. Broadcom, which relies heavily on TSMC for wafer supply, expects its AI semiconductor revenue to doub...
Intel shares fell 4% after Elon Musk confirmed discussions with Taiwan Semiconductor Manufacturing (TSMC) about joining Terafab, a Texas chip venture where Intel is currently the sole manufacturing partner. This potential partnership could reduce Int...
An investor is increasing holdings in Taiwan Semiconductor Manufacturing Company (TSMC) ahead of its October 15 earnings report, citing strong growth driven by AI chip production. TSMC's second-quarter revenue rose 36% year-over-year, with high-perfo...
Taiwan Semiconductor Manufacturing Company (TSMC) is expected to deliver strong Q3 earnings, with analysts forecasting an EPS of $4.46 and revenue of $45.55 billion, surpassing management's conservative estimates. The company is anticipated to provid...
Taiwan Semiconductor Manufacturing Company (TSMC) has seen its stock rise 51% year-to-date in 2026, driven by strong demand for AI chips. The company reported a 36% revenue increase to $40.20 billion in Q2 and expects over 40% revenue growth for 2026...
