Topic
Semiconductor fabrication capacity sited in the United States, including the leading-edge fabs built there by foreign and domestic chipmakers.
TSMC CEO C.C. Wei confirmed talks with Musk's Terafab on the third-quarter call and said TSMC must run any fab. Musk has said his companies will build and run it, so each side is claiming the operator's job.
Perspective Coverage
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TSMC's third-quarter net profit rose 68.7% to a record NT$763.1 billion, its sixth straight record. Its chief executive still said the company will be prudent in planning 2027, citing rising component prices.
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Intel shares fell 4% after Elon Musk confirmed on October 3 that Terafab is in early talks with TSMC on chipmaking in Texas. There is no agreement yet, so the drop prices the chance that Intel ends up sharing Terafab's work with a second foundry.
Perspective Coverage
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One of the two scenarios reported for SK Hynix's first US memory wafers is a venture with Intel and major cloud companies. The site those wafers would come from is not due for completion until 2030 and 2031.
Reality
The pull-forward at Samsung's Texas fab is sourced to unnamed industry people; the dated company statements are an April equipment ceremony and a July tape-out. TrendForce puts Samsung 0.5 point ahead of SMIC in second-quarter foundry share.
Reality