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Terafab 21 March 2026

Sherlock said:
I guess if TSMC give capacity to Intel, TSMC will give it to Tesla,
TSMC even accept Crypto current deal with upfront payment deal , LOL
I guess it's terms like payment and long term commitment ,
or maybe this is a way of Elon try to make his bargaining tactics?
Click to expand...

TSMC builds fabs based on customer needs. As I said, if Elon writes a big enough check TSMC will build it. I still do not understand why Samsung is not in this narrative. Samsung and Tesla signed a $16.5B agreement through 2033. Is that still on the table? Tesla is also using TSMC, and now they will build their own fab? Exciting times in the semiconductor industry, absolutely.
 
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