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The war in the Middle East is threatening to disrupt the supply of production materials for semiconductors such as helium and hydrogen, but TSMC said it had safety stock on hand and sources from multiple suppliers in different regions. The potential for greater competition has grown after Elon Musk last month announced plans for Tesla to build a “Terafab”, an advanced AI chip complex in Austin.
Nvidia CEO Jensen Huang has previously indicated that certain AI processors in its servers are manufactured by Samsung. Meanwhile, Elon Musk has publicly floated the idea of building a “TeraFab” to compete with TSMC.
To this, Elon Musk replied to Wei's recent statement, and clarified that SpaceX & Tesla will always be major customers of TSMC, and not competitors in the normal sense of the word.
For Q1 FY26, TSMC is reporting a revenue of $35.9 billion, up 6.4% Q-Q. During the earnings call, TSMC's Chairman and CEO, C.C. Wei, highlighted the company's current foundry ventures, updates on upcoming nodes, and also stated what he thinks about the competition & the situation regarding the current supply chain. Starting first with Intel, and its recent alliance with Tesla on the Terafab project, C.C.
TSMC perfected the pure-play foundry model: build the most advanced manufacturing capabilities, then rent them to fabless chip designers like Apple, NVIDIA, and Qualcomm. It’s a capital-intensive but wildly profitable approach—TSMC captures roughly 54% of global foundry revenue by being everyone’s manufacturer and no one’s competitor.
Large customers like Apple are exploring Intel and Samsung. And Elon Musk's Terafab is also working with Intel’s foundry. This raises longer-term competitive risks for TSMC's foundry market share.
During TSMC's earnings call this week, CEO C.C. Wei responded to the Terafab project, stating that Intel and Tesla are both customers and competitors of TSMC.
The plan involves multi-phase manufacturing, a potential $55 billion upfront investment, and maybe even $119 billion down the road. It’s not just SpaceX—Tesla, Intel, and xAI are all in the mix, hoping to speed up AI compute for servers, satellites, space-based data centers, and robotics. Terafab ties into SpaceX’s bigger strategy of locking down chip supply for its expanding tech.
Musk has previously outlined plans for the project, dubbed “Terafab,” that will also see Tesla contributing resources. The companies have roped chipmaking giant Intel into the effort, aiming to develop chips for AI servers, satellites, SpaceX’s proposed data center in space, as well as ...
“We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab,” he said at the time. The combined chip demand from Tesla’s autonomous vehicles, SpaceX’s satellite constellation, xAI’s large language models, and the Optimus humanoid robot program will exceed what existing foundries can supply.
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Terafab represents a strategic masterstroke for American technological leadership. By localizing cutting edge semiconductor production in Texas, the project will generate thousands of high skilled jobs, stimulate regional economic growth, and bolster supply chain resilience amid global uncertainties.
The company has posted new engineering jobs there for its ... CEO Elon Musk’s $20 billion to $25 billion plan to bring more of Tesla’s chip work in-house instead of relying heavily on suppliers like Taiwan Semicondutor Manufacturing (TSM) and Samsung. This is not some small side project. Terafab ...
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Tesla is hiring semiconductor engineers in Taiwan for its Terafab AI chip project, days before reporting first-quarter results on April 22.
The company has posted new engineering jobs there for its Terafab AI chip complex, which fits into CEO Elon Musk’s $20 billion to $25 billion plan to bring more of Tesla’s chip work in-house instead of relying heavily on suppliers like Taiwan Semicondutor Manufacturing (TSM) and Samsung.
The new job postings show the company is looking to fill nine engineering roles tied directly to Terafab, a next-generation semiconductor facility aimed at powering artificial intelligence, robotics, and high-performance computing.
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Some of the most optimistic analysts, who were modeling Tesla revenue near US$193.2 billion and earnings around US$19.0 billion by 2028, see AI, robotaxis and energy storage offsetting risks like tariff shocks and execution stumbles, while the latest Semis-for-WattEV and Terafab news could either strengthen or challenge that much rosier view depending on how you think these moves really change the story.