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Barchart
Barchart
Subhasree Kar

TSMC Could Partner with Elon Musk’s Terafab. How Intel Stock Could Lose Big.

Intel Corporation Elon Musk Terafab TSMC INTC Semiconductor

Taiwan Semiconductor Manufacturing (TSM) could be emerging as a new player in Elon Musk’s ambitious Terafab project, creating a fresh overhang for Intel (INTC) investors. TSMC is reportedly exploring ways to help Terafab operate its planned semiconductor factories in Texas, and Musk confirmed this month that discussions are underway. However, he stressed that they are still preliminary.

The development is significant for Intel because it has been the only named chipmaker partner in Terafab since joining the project in April 2026. Musk had previously indicated that Terafab would use Intel’s next-generation 14A process technology, giving Intel a high-profile endorsement for its foundry ambitions.

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