Musk denies TSMC will build or run Terafab, says Tesla and SpaceX will own it
AI summary
Responding on X to a post saying Terafab would most likely be owned and operated by TSMC, Musk wrote on October 7: "No, we will build and run the fab. Let there be ZERO doubt about that." He added that TSMC might sublease part of the Terafab site "if they want, but nothing more than that." Terafab is the giant AI chip manufacturing complex Tesla and SpaceX plan to build in Texas, and Intel CEO Lip-Bu Tan said the same day that Intel remains part of the project.
In-depth insight
If Tesla and SpaceX insist on building and running the fab themselves, they must develop leading-edge manufacturing capability without relying on TSMC to operate it.