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BackWei Zhejia confirmed it! TSMC and Musk Terafab discuss cooperation
Wei Zhejia confirmed it! TSMC and Musk Terafab discuss cooperation
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自由时报41 minutes agoBusiness1 min readChinaView original

Wei Zhejia confirmed it! TSMC and Musk Terafab discuss cooperation

TSMCWei ZhejiaMusk

Quick Look

  • TSMC Chairman Wei Zhejia confirmed at the press conference on the 15th that he was considering expanding production outside Arizona, and had sent a team to Texas for evaluation.
  • At the same time, he was in contact with Musk's "Terafab" project team to evaluate the possibility of cooperation, but the principle requires that the wafer factory must be operated by TSMC.

AI-generated summary

Why It Matters

TSMC held a press conference on the 15th to explain its latest operations and global production expansion plans.

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TSMC will hold its 2026 third quarter Dhamma talk today (15th).

TSMC (2330) reported a major breakthrough in its U.S. production expansion. Chairman Wei Zhejia confirmed at a press conference today (15th) that TSMC is considering expanding production outside of Arizona and has sent a team to Texas, the United States, to evaluate factory opportunities. At the same time, he is in contact with the "Terafab" fab planning team led by Tesla CEO Elon Musk and is evaluating the possibility of related cooperation.

Wei Zhejia said at the press conference that TSMC is working hard to expand production capacity in the United States, because most of its large customers are located in the United States and continue to require TSMC to support more production capacity.

In addition to the existing Arizona layout, Wei Zhejia further confirmed that TSMC has begun to look for other expansion locations. Texas, USA, is one of the current evaluation options, and a team has been sent to Texas for evaluation. However, Wei Zhejia emphasized that the inspection does not mean that the decision to set up the factory has been finalized.

The scene was also asked whether TSMC might participate in the Terafab project proposed by Tesla and SpaceX CEO Musk. Wei Zhejia pointed out that TSMC is indeed negotiating with a customer who plans to build its own wafer fab to evaluate whether it can use relevant production capacity. The two parties are still in the discussion stage.

Wei Zhejia said that various cooperation arrangements are still possible, but he clearly emphasized that one principle is that "the fab must be operated by TSMC." There is currently no specific conclusion and will not be explained to the public until the cooperation plan is finalized.

Open Questions

  • Will the decision to set up a factory in Texas be officially finalized?
  • How will the cooperation model with the Terafab project be finalized?

Related Topics

TSMC
PeopleWei ZhejiaMusk
OrganizationsTeslaSpaceX
PlacesUnited StatesArizonaTexas
TopicsWei ZhejiaMuskTexasExpansion of productionterafab
This article was originally published by 自由时报.

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