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Musk rules out TSMC running Terafab; it could only sublease space

📍 Teslarati

Elon Musk stated on X that Tesla and SpaceX will build and run the Terafab factory in Texas, and that TSMC could at most sublease part of the complex. The reply closes speculation that began on October 2, when journalist Tim Culpan reported that TSMC was exploring ways to help run the factories. The next day Musk said it was «just discussions, but something may come of it.» Terafab was unveiled in March as a joint project of Tesla, SpaceX and xAI, with a first phase priced at $16.8 billion. Intel has been part of the project since April.

🔎 Why it matters: Musk rules out TSMC taking operational control of Terafab, the Tesla and SpaceX chip factory in Texas, closing the scenario raised on October 2. The companies would keep construction and operation of the plant, which is meant to supply chips for Optimus, Cybercab and FSD computer
📈 Upside: According to the text, Tesla and SpaceX would not have to compete with other customers for time on someone else's production lines.
📉 Risk: Tesla and SpaceX have never operated a chip fab, and TSMC says a new fab typically takes two to three years to build and another one to two years to reach full output.
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