#TSMC ($TSM) posted a record profit for the sixth straight quarter. Its CEO says any #Terafab plant would have to be run by TSMC.

ICYMI: Musk's Terafab won't be run by TSMC — his companies will do it themselves #ElonMusk #Terafab

Intel dan Elon Musk Lanjutkan Proyek Terafab

#Intel #ElonMusk #Terafab #Semikonduktor #Teknologi

Az Intel és Elon Musk közös Terafabot épít

#Intel #Terafab #ElonMusk #félvezető #technológia

Intel Joins Elon Musk's Terafab Project in Texas

#Intel #Terafab #ElonMusk #Semiconductors #TechNews

Musk says #TSMC ($TSM) won't run #Terafab as #Intel ($INTC) reaffirms its role

Musk's Terafab won't be run by TSMC — his companies will do it themselves #ElonMusk #Terafab

Elon Musk confirms Terafab negotiations with TSMC, signaling a massive Texas expansion for AI semiconductor manufacturing alongside Tesla and SpaceX.

#ElonMusk #Terafab #TSMC #Semiconductor #Texas

TSMC is in early talks over Musk's $16.8 billion Terafab, with suppliers seeing more than an 80 percent chance of a deal before TSMC's Oct. 15 earnings call.

#Chips #Intel #Musk #Semiconductors #Terafab #Tsmc

TSMCとテラファブの論争

テスラは装置自体は購入できる。しかし、TSMCをTSMCたらしめている実行力、プロセス、組織力は手に入れることはできない。

力関係は単純明快だ。テスラは生産能力を切実に必要としている。一方、TSMCは顧客も需要も不足していない。

テラファブはTSMCを必要としているが、TSMCはテラファブを必要としていない。 #tsmc #tesla #terafab

#TSMC ($TSM) eyes a Texas chip campus beyond its $265 billion Arizona plan. #Musk confirms #Terafab talks.

Elon Musk said talks between TSMC and his $16.8 billion Terafab project in Texas are real, but stopped short of a deal. Intel is already a partner on the 14A process.

#ChipManufacturing #ElonMusk #Semiconductors #Terafab #Tsmc

Elon Musk confirmed on Oct 3 that Tesla is in talks with TSMC for Terafab chip manufacturing. Intel was previously the only named partner, supplying 14A process.

#ElonMusk #Terafab $TSM $SPCX

aidisruption.ai/p/gemini-4-o...

TSMC dan Elon Musk Jajaki Kolaborasi Terafab AS

#TSMC #ElonMusk #Terafab #Semikonduktor #TeknologiAI

TSMC és Elon Musk közös félvezetőgyárat tervez

#TSMC #ElonMusk #Terafab #félvezető #technológia

TSMC in Talks with Elon Musk for Terafab Project

#TSMC #Terafab #ElonMusk #Semiconductors #TechNews

Someone has to stop these mf billionaires.

#Terafab is gonna be twice as big as Central Park.

Elon Musk is building Earth's largest structure. 

Terafab spans over 100 million square feet. 

The first phase alone costs $16.8 billion.

#Terafab #Tesla #SpaceX