According to a rumor shared by TriOrient research executive Dan Nystedt on X, Elon Musk may be easing his demand to fully control Terafab, a chip venture involving SpaceX and Tesla, and renegotiating with TSMC on operational control, joint investment, technology and bottlenecks such as advanced packaging and PCB and substrate integration. Musk had previously said he would build and run the fab, and that TSMC could at most sublease part of the site. TSMC CEO C.C. Wei also confirmed talks last month but stipulated that any participating fab must be run by TSMC. Terafab, which also counts Intel as a partner, targets its first test chip around May or June 2027 and volume production in the third quarter of 2028.
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TSLATSMCsemiconductorsElon MuskIntel
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Related tickers and likely impact
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.6T |
| Close on 10/30/2026 | 399.82 |
| Change that session | -0.86% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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