TSMC stock may gain bigger role in Tesla's Terafab project

Published on 11/02/2026 at 09:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TSMC stock is in focus as Tesla may reopen talks over a larger role in its Texas Terafab project. Ownership terms remain unresolved.

TSMC and Tesla reopen fab talks

TSMC may take primary responsibility for building and operating Tesla's Terafab in Texas.
Ownership and investment terms remain under discussion, while Intel's potential role is unresolved.
Tesla is targeting volume production in 2028, subject to the project's development.

TSM, US8740391003, Illustration mit AI erstellt.

Taiwan Semiconductor Manufacturing Company may take a larger role in Tesla's Terafab chip project in Texas, according to a Benzinga report carried by Yahoo Finance published Monday, November 2, 2026. The report cited supply-chain sources and said Elon Musk had softened his previous position on TSMC's involvement.

The two sides may reopen negotiations over TSMC taking primary responsibility for construction and operations at the planned facility. Equity ownership and investment arrangements remain under discussion, so the report does not establish a finalized agreement or a completed transaction.

Terafab plans remain ambitious

Last month, Musk said Tesla and SpaceX would build and operate the fab, with TSMC potentially limited to a sublease on part of the site. The latest report would represent a broader role for TSMC, although Intel's position in the project is still unclear. Intel was previously linked to the facility after Musk said Tesla planned to use Intel's next-generation 14A manufacturing process.

Production timing remains distant. Musk has said he wants a test chip working around May or June 2027 at a research fab in Austin, Texas, while volume production at Terafab is targeted for the third or fourth quarter of 2028. He described that schedule as an aspiration and pointed to potential advances in chip fabrication.

TSMC stock trades before Xetra

TSMC stock traded at 370.50 euros on Lang & Schwarz at 09:30 CET on Monday, November 2, 2026. The real-time quote of TSMC stock reflects a pre-Xetra indication rather than a completed agreement on Terafab.