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Taiwan Semiconductor Manufacturing Co. is exploring a possible expansion in Texas as it weighs whether to deepen its U.S. manufacturing footprint, according to reports. The company is also said to be in discussions around Elon Musk’s proposed Terafab, though any cooperation would likely hinge on TSMC retaining operational control of its plants.
Intel shares outperformed a broader semiconductor pullback after Elon Musk clarified the contours of SpaceX’s AI chip ambitions and pushed back on speculation that TSMC would operate the proposed Terafab complex. The comments helped narrow uncertainty around the project’s structure, while keeping alive investor interest in which chipmakers could benefit from any future manufacturing buildout.
Intel stock outperformed a weak semiconductor tape after Elon Musk used social media to clarify SpaceX’s AI chip ambitions and push back on speculation that TSMC would run operations tied to the Terafab project. The remarks helped narrow the market’s focus to execution risk, foundry capacity, and the still-uncertain commercial contours of Musk’s chip strategy. Investors are now weighing whether the chatter around Terafab represents a meaningful long-term demand signal for advanced manufacturing or simply another example of Musk-driven volatility in the chip sector.
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Entities frequently referenced alongside Terafab: