TSMC CEO Says Texas Being Considered for Expansion, Held Capacity Talks With Musk’s Terafab

The signal here is less about Texas than about who is now knocking on TSMC's door. A capacity conversation with Terafab points to a new class of customer whose demand is tied to Musk's own buildout plans rather than to conventional fabless ordering cycles — a relationship that could shape how TSMC allocates leading-edge supply if it firms up. Nothing is decided, and the absence of figures or timelines is itself the story: this is positioning, not a project. Whether the talks move from capacity discussion to committed wafer volume is the open question.