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TSMC confirms it is considering Terafab chipmaking expansion with Elon Musk
What happened
Summary: TSMC CEO C.C. Wei confirmed on Thursday, October 15, 2026 that the company is considering expanding its American production capacity beyond Arizona, with Texas as one option; teams have been sent to Texas for evaluation, and TSMC has discussed with a customer attempting to build a fab called Terafab (Elon Musk). If TSMC joins the project, it would insist on operating the fab. Discussions are ongoing and no agreement has been reached yet.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
TSMCElon MuskTerafabexpansion
Source and time
Source: Tom's Hardware · 10/15/2026 · View original source
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