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I am not sure Musk's play here.
But I am very sure he is very dissatisfied with TSMC's pricing and control. If he wanted 50% of TSMC's...
Mar 23, 2026
Much to my surprise, I'm told TSMC allows "hot lots", just like Intel fabs did/does for CPUs. I'm also told that needing one is so...
Mar 23, 2026
Tom’s Hardware says it’s “reportedly $20B” but that’s barely a single leading edge fab module these days.
Zero chance an end to end...
Mar 23, 2026
Indeed, I'm sure TSMC's Fab 25 will be running many kwspm at 1.4 nm by the time Musk has his first EUV-tool installed in his Terafab...
Mar 23, 2026
I
$2.5M extra to get chips 10 days earlier, in one case I personally know of... :-(
Mar 23, 2026
R
I was a fan of Musk because what he pull off with SpaceX and a part of me still am a fan.
however, if you look at the history of what...
Mar 23, 2026
R
Much to my surprise, I'm told TSMC allows "hot lots", just like Intel fabs did/does for CPUs. I'm also told that needing one is so...
Mar 23, 2026
R
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 23, 2026
"Semi-manufacturing doesn't forgive optimism—the physics and chemistry involved demand precision that makes rocket science look...
Mar 23, 2026
B
The gates for chips that operate in space are different. They need to be more robust. So the current industry trend toward making...
Mar 23, 2026
S
I was a fan of Musk because what he pull off with SpaceX and a part of me still am a fan.
however, if you look at the history of what...
Mar 23, 2026
S
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 22, 2026
C
Here is the disconnect: Elon said that the foundries were not comfortable with committing to the output that he requires. Current chip...
Mar 22, 2026
S
I guess if TSMC give capacity to Intel, TSMC will give it to Tesla,
TSMC even accept Crypto current deal with upfront payment deal ...
Mar 22, 2026
F
- Currently, 95 percent of the world’s robot “brains” are manufactured by Taiwan Semiconductor Manufacturing Co (TSMC), TSMC chairman...
Mar 22, 2026
I am not sure Musk's play here. But I am very sure he is very dissatisfied with TSMC's pricing and control. If he wanted 50% of TSMC's...
user nl replied to the thread Terafab 21 March 2026."Semi-manufacturing doesn't forgive optimism—the physics and chemistry involved demand precision that makes rocket science look...
