TSMC2026-10-04 02:26:06Lu Hsing-Chih says a TSMC-led Texas TeraFab would effectively be a TSMC fabTaiwan Semiconductor Manufacturing Co. (TSMC) is reportedly evaluating a potential project in Texas tied to Elon Musk’s TeraFab initiative, and semiconductor analyst Lu Hsing-Chih argues that the structure of any deal matters more than the label attached to it. If TSMC provides capital, process technology, and takes charge of construction and operations, Lu said the venture would in substance amount to a TSMC-run dedicated foundry, with SpaceX and Tesla serving as anchor customers rather than operating as independent chipmakers. The report cites Tim Culpan, founder of independent media outlet Culpium and a former Bloomberg columnist, as saying TSMC is exploring cooperation with TeraFab. Musk responded that the talks are still preliminary, saying, "just discussions, but something may come of it." TeraFab’s Texas buildout is already moving through early-stage site work. The Austin pilot research facility broke ground in April 2026, while the main site in Grimes County carries a planned first-phase investment of about $16.8 billion. Initial land preparation and road access work are underway, with formal construction listed for Dec. 1, 2026. The first phase is targeted for completion in 2028, while SpaceX expects limited operations as early as late 2027.40
TSMC2026-10-03 13:34:48TSMC Said to Be Exploring Potential Cooperation With Terafab ProjectChainCatcher reported that Taiwan Semiconductor Manufacturing Co. is said to be exploring possible cooperation with the Terafab project, which was jointly funded and launched by SpaceX and Tesla. The report added that TSMC is also considering Terafab as an important customer for its future wafer plant in Texas. Elon Musk responded that the matter remains at the discussion stage for now, but said there could be progress. The brief did not provide additional details on the scope, timing, or structure of any potential cooperation.40
Elon Musk2026-10-03 08:43:24Musk says Terafab-TSMC tie-up remains at discussion stage, with possible outcomeElon Musk said on X that reports about a partnership between his chip company Terafab and Taiwan Semiconductor Manufacturing Co. are still at an early stage. According to Musk, the two sides have only held discussions so far, though he added that those talks may yet lead to something. Musk had earlier said the Terafab project would be jointly operated by Tesla and SpaceX and based in Austin. He described the project as targeting 1 terawatt of computing capacity per year, with most of that capacity required for space-related use. The project’s initial investment was put at $16.8 billion. His latest comments stop short of confirming any formal agreement with TSMC, but they do indicate that contact between the parties has taken place.40
University of2026-10-02 04:16:39University of Tokyo builds 0.6 nm 2D semiconductor as TSMC is reportedly backing 12-inch wafer goalA research team at the University of Tokyo has developed a new two-dimensional semiconductor material called BCN, made of boron, carbon and nitrogen, and used it to build working transistors, according to the source article. The findings were published in Nature and, as reported by Nikkei, Taiwan Semiconductor Manufacturing Co. (TSMC) has begun supporting the project with a target of achieving 12-inch wafers around 2031. The team said it formed a uniform film about 0.6 nanometers thick on a 2-inch copper wafer. The report also said transistor performance can rival silicon semiconductors. Researchers from National Taiwan University, National Yang Ming Chiao Tung University and Academia Sinica were listed as participants in the Nature paper. The work addresses a long-standing issue in 2D semiconductor manufacturing, where carbon tends to clump during reactions and degrade material quality. The team said it overcame that by supplying carbon slowly on insulating boron nitride crystals and coordinating the timing of boron, carbon and nitrogen atom supply. BCN is also described as a high-performance p-type 2D material, a category the industry has lacked for building full logic circuits with both n-type and p-type semiconductors.40
TSMC2026-10-02 02:16:50Bloomberg: TSMC weighs new Texas chip campus as U.S. tax credit extension remains uncertainTaiwan Semiconductor Manufacturing Co. is evaluating a new semiconductor campus in Texas that could add hundreds of billions of dollars to its U.S. expansion plans, according to Bloomberg. The proposal is still in an early stage, and people familiar with the matter said its fate depends in part on whether the U.S. Congress extends an advanced manufacturing investment tax credit set to expire at the end of the year. Bloomberg reported that the Texas plan could include multiple fabs, with each facility costing at least $20 billion. TSMC declined to comment on what it described as market rumors. The report also said demand from North American customers, which has accounted for more than 75% of TSMC’s wafer revenue so far this year, is a major driver behind the company’s expansion review. Nvidia and AMD were cited as placing large orders for advanced process capacity, while TSMC recently raised its 2026 capital expenditure outlook to $60 billion-$64 billion from a prior $52 billion-$56 billion.40
TSMC2026-10-01 23:44:07TSMC weighs Texas manufacturing campus as U.S. expansion may add tens of billions in spendingTaiwan Semiconductor Manufacturing Co. is evaluating a new production campus in Texas, a move that could add tens of billions of dollars to its U.S. chipmaking buildout. According to the report, the proposed site may include multiple fabs, with each facility estimated to cost at least $20 billion. The project depends heavily on whether the U.S. Congress extends the 35% Advanced-Manufacturing Tax Credit under the CHIPS and Science Act framework before it expires at year-end. The report says North America now contributes more than 75% of TSMC’s wafer revenue, driven by sustained demand for AI chips from companies including Nvidia and AMD. At the same time, TSMC is still pushing domestic expansion in Taiwan, where the market expects 13 additional plants. The report also said investors are watching Taiwanese engineering and cleanroom-related suppliers such as Acter, Marketech International and Yankee Engineering as possible beneficiaries of the company’s parallel expansion at home and overseas.40
TSMC2026-10-01 10:47:11TSMC weighs new Texas campus with additional investment for AI chip productionTaiwan Semiconductor Manufacturing Co. is considering a new campus in Texas as it looks to expand its chip manufacturing footprint in the United States, according to Techub News, citing Bloomberg Technology. The project is expected to involve an additional investment of hundreds of billions of dollars and would be aimed at producing more artificial intelligence chips. TSMC, the world’s largest contract chipmaker, counts Apple and Nvidia among its customers. The reported plan forms part of the company’s multi-year expansion effort in the US, where it has been building out manufacturing capacity. The move comes as demand for advanced semiconductors continues to rise globally, with AI chips standing out as a key area of growth.30
TSMC2026-10-01 10:28:42Market report says TSMC is weighing a Texas campus in the U.S.A market report cited by ChainCatcher says Taiwan Semiconductor Manufacturing Co. (TSMC) is considering building a multibillion-dollar campus in Texas in the United States to produce more artificial intelligence chips. The brief did not provide a detailed investment figure, a construction timeline, or additional information about the proposed site. Based on the source text, the reported plan remains at the consideration stage. No further project specifications, production targets, or corporate comments were included in the original item.40
