MUSK CONFIRMS TSMC TALKS ON TERAFAB, WHICH COULD SIDELINE INTEL'S 14A NODE

Summary from the TLDR Hardware newsletter

Culpium reports TSMC is exploring building and operating a fab that would exclusively serve Tesla, SpaceX, and xAI, and Musk confirmed it on X, saying "just discussions, but something may come of it" while TSMC stayed silent. The two speculative structures Culpium floats are a JASM/ESMC-style joint venture where partners supply capital and demand while TSMC contributes process technology and operations, or a novel arrangement where SpaceX holds majority ownership and TSMC only operates the fab and licenses its process.