Herbert Ong(@herbertong):TSMC is exploring a role in Terafab, Elon's Texas chip project. Elon's reply was "Just discussions, but something may come of it." @thejefflutz calls it the battery playbook again. Build at a scale nobody else will, and suppliers can't afford to sit out. Intel's already in, Samsung's at the table, and now TSMC. The likeliest deal has TSMC owning and running the fab, with SpaceX investing or committing to buy chips. C.C. Wei says a new fab takes 2–3 years, plus 1–2 more to ramp. Elon got the leverage before a single wafer shipped. 👀 $TSLA $SPCX

Herbert Ong

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参加 July 2008

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Herbert Ong@herbertong

2026.10.06 14:44

TSMC is exploring a role in Terafab, Elon's Texas chip project. Elon's reply was "Just discussions, but something may come of it." @thejefflutz calls it the battery playbook again. Build at a scale nobody else will, and suppliers can't afford to sit out. Intel's already in, Samsung's at the table, and now TSMC. The likeliest deal has TSMC owning and running the fab, with SpaceX investing or committing to buy chips. C.C. Wei says a new fab takes 2–3 years, plus 1–2 more to ramp. Elon got the leverage before a single wafer shipped. 👀 $TSLA $SPCX