TSMC CEO Responds to Terafab Competition with 'Best Wishes'
TSMC leadership addresses Terafab as a potential rival in advanced chip manufacturing, offering neutral public support while emphasizing their own supply chain strengths.
Key facts
- TSMC CEO C.C. Wei says 'I wish him all the best' regarding Terafab
- Highlights Taiwan's unmatched ecosystem vs new US efforts
- Context of customer diversification away from single suppliers
I wish him all the best
How the story unfolded
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- techtimes.com AI Chip Shortage Will Last Years, TSMC Warns: Why Stable Pricing Still Means 2026 Increases Wei said TSMC is not afraid of competition from Intel, Samsung, or newcomers, and he wished Elon Musk good luck on Terafab, Musk's plan to build large, leading-edge chip plants from scratch — while cautioning that such a project would take ...
- baomoi.com CEO TSMC: Không ngại cạnh tranh từ Intel, Samsung hay công ty của Elon Musk - Tạp chí VnEconomy Ông Wei đồng thời khẳng định TSMC không lo ngại cạnh tranh từ Intel, Samsung hay bất kỳ đối thủ nào khác trong ngành sản xuất chip. “Tôi chỉ có thể nói ‘chúc may mắn’ với dự án siêu nhà máy chip Terafab của ông Elon Musk.
- chipbriefing.substack.com Daily: TSMC not afraid of competition, would like to hike prices At TSMC’s annual shareholder meeting, CEO CC Wei said that the firm is working hard to meet demand in trying not to be a bottleneck for the AI industry; would like to hike prices (but not in the sharp way of the memory firms); was not afraid of competition by US, Korean, or Chinese fabs; and wished Elon Musk good luck in his Terafab project, saying it would take a long-time for Terafab to deliver mass, cutting-edge chips as promised.
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- electronicsweekly.com C C Wei wishes Elon “Good Luck” with TeraFab | Electronics Weekly TSMC CEO C C Wei (pictured) has wished Elon Musk ‘Good Luck’ in his pursuit of a 1m wpm TeraFab, adding: “It will take quite long.” Speaking at the TSMC
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- investing.com TSMC: UBS hikes price target, reiterates Buy ahead of Q2 earnings By Investing.com The brokerage expects TSMC to provide more insight on its capex plans during its Q2 earnings call, and also expects the company to address concerns over potential competition from rivals such as Samsung Foundry, Intel, and Terafab.
- top1markets.com TSMC Stock Analysis: UBS Raises Target to T$3,400 Ahead of July 16 Q2 Earnings | TOPONE Markets What competitive concerns will TSMC address on the earnings call? UBS expects management to address Samsung Foundry, Intel 18A, and Terafab as potential second-source alternatives that customers are evaluating.
- tipranks.com UBS Raises TSMC Stock Price Target Ahead of Q2 Earnings on Strong AI Demand - TipRanks.com UBS expects TSMC to provide more details on its spending plans in the upcoming earnings call and address competition from rivals such as Samsung (SSNLF), Intel (INTC), and Terafab.
- econotimes.com UBS Raises TSMC Price Target to T$3,400 on Strong AI Chip Demand Outlook - EconoTimes UBS analysts noted that a higher commitment to capital spending is essential to reducing customer concerns about limited production capacity and the need to diversify suppliers. While competitors such as Samsung Foundry, Intel, and Terafab continue investing in semiconductor manufacturing, UBS believes TSMC remains well positioned to maintain its technology leadership.
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- tipranks.com TSM Stock | Taiwan Semiconductor Manufacturing Company Limited Price, Quote, News & Analysis - TipRanks.com Persistent backend limits can restrict shipments, force additional capital and R&D into packaging, and reduce near‑term revenue/margin capture on advanced chips.Show MoreShow More ... TSMC ($TSM), the Taiwanese semiconductor giant, is set to release its full second-quarter earnings results tomorrow, July 16.... ... SpaceX’s ($SPCX) planned Terafab chip project with EV maker Tesla ($TSLA) could be critical to the aerospace company’s...
- investor.tsmc.com Q2 2026 Taiwan Semiconductor Manufacturing Co Ltd ... My first question is really about the foundry competition. I understand that there's no shortcut for a newcomer like TeraFab, but · how about like Samsung Foundry, right? They got a huge profit from memory business. Intel got a US policy support. So I'm not · sure how TSMC is going to address those competition because apparently several US companies are engaging with those industry
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- 247wallst.com Why Intel Vs. Taiwan Semiconductor Isn't a Real Competition Through The End of 2026 - 24/7 Wall St. TSMC guided Q3 revenue to $44.6 billion to $45.8 billion and raised full-year growth to slightly above 40%. Sony image sensors and the A13 unveiling at the 2026 North America Technology Symposium keep the customer roadmap loaded. Intel is building credibility instead. Xeon 6 was selected as host CPU for NVIDIA’s DGX Rubin NVL8 systems, a multiyear Xeon and custom IPU deal was signed with a hyperscaler partner, and Intel joined the Terafab project alongside SpaceX, xAI, and Tesla.
- bivashvlog.com TSMC US Investment: $265 Billion AI Chip Expansion Explained TSMC plans to add $100 billion ... Musk’s Terafab. According to Odaily, the additional investment may be used to build four wafer fabs in Arizona, and the company’s local footprint could eventually expand to 10 wafer manufacturing plants and two advanced packaging ...
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- qncnews.com TSMC Commits $100 Billion to Arizona Expansion in Massive US Semiconductor Push – QNC News Competition in the foundry business has grown fiercer as Intel attempts to rebuild its manufacturing prowess and position itself as a contract chipmaker for other companies. Meanwhile, emerging players like Terafab are seeking to carve out their own niches in the market.
- fool.com This Is My Favorite Artificial Intelligence Stock to Buy Right Now (Hint: Not Nvidia, Broadcom, or Alphabet) | The Motley Fool While competitors like Terafab and Samsung Foundry are making inroads into the business, TSMC is investing deeply in keeping its lead. On its second-quarter earnings call, it announced plans to invest another $100 billion in its Arizona foundry, ...
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- electronicsweekly.com Samsung Foundry delays 1.4nm process for three years ⋆ Electronics Weekly “We wanted to apply High-NA EUV to mass production at nodes such as 2nm and 1.4nm, but the technology still requires further improvements,” said Chang Min Park, Master VP of Technology at Samsung Electronics, at NGL 2026, “we believe High-NA EUV will become necessary from A10 and below, and we are conducting joint development with various partners.” · When working on his Terafab project, Elon Musk came to the conclusion that High-NA delivered: “Half the chip for twice as much, for a gain that is
- electronicsforyou.biz Samsung Delays 1.4nm Process at Its Fabs Till 2029 Working on his Terafab project, Elon Musk came to a conclusion that high-NA “delivered half the chip, for twice as much” indicating that the gain is too small.
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