TSMC could play an increased role in Tesla's Terafab project in Texas

# 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

November 1, 2026 11:13 PM2 min read # Elon Musk Blinks? Tesla’s Terafab May Reportedly Lean on TSMC After All Tesla Inc. (NASDAQ: TSLA) CEO Elon Musk is reportedly reconsidering how much control to keep over his Terafab chip project in Texas, and may let Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) take a bigger role in building and running it. ## TSMC Could Run Terafab Fab Operations Musk has “softened his stance” on working with TSMC, and the two sides are preparing to reopen negotiations, supply chain sources told Digitimes, a Taiwan-based media outlet, in a report published Sund