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Elon Musk in talks with TSMC over chipmaking partnership

Elon Musk in talks with TSMC over chipmaking partnership

2026-10-05

SpaceX CEO Elon Musk could be looking to team up with TSMC to solve one of his biggest headaches: securing enough chips for his growing empire of AI, robots, self-driving cars and rockets. Musk has announced plans for his own chipmaking project, but now reports suggest he’s in talks with TSMC about a potential partnership. And with TSMC reportedly considering a second US fab, possibly in Texas, the timing is raising plenty of eyebrows.

Elon Musk
SpaceX CEO
And we would like them to expand as quickly as they can and we will buy all of their chips. I have said these exact words to them.

Back in March, SpaceX CEO Elon Musk unveiled the Terafab project, a planned semiconductor fabrication plant that aims to secure a stable chip supply for the development of AI, self-driving cars, robots and rockets. Reports say Musk has been in talks with TSMC for a potential collaboration.

Musk tweeted on X that for now it’s “Just discussions,” adding that “Something may come of it.” The development comes hot in the heels of rumors that TSMC is considering establishing a second US manufacturing site in Texas. Though the chipmaker has not commented on the matter, there is a lot of speculation about a potential collab.

Wu Chin-jung
Tech company GM
Musk is not an expert in chip manufacturing, he’s an outsider. So he may think that partnering with TSMC would be the fastest option. Working with TSMC to make chips in the US would be much faster than building a fab himself.

But how would the two companies cooperate? One possibility is that TSMC would own and operate the facility and SpaceX would provide funding and commit to purchasing the chips. Another is that SpaceX would hold a majority stake, with TSMC providing its expertise and process technology. An expert says that’s not likely.

Wu Chin-jung
Tech company GM
If TSMC were to partner with Musk, TSMC would definitely have to hold the majority stake. I don’t think TSMC would simply provide manufacturing services. If that were the case, TSMC might as well build its own fab and supply him directly.

C.C. Wei (December 2024)
TSMC CEO
A few days ago, I spoke with the richest person in the world, and he told me he was focusing on multifunction robots, for his company’s future. He said his biggest concern was a shortage of chips. I told him not to worry. I said, “If you’re willing to pay, you’ll get your chips.”

Pay, and you’ll get what you want. Traditionally, TSMC has built fabs according to its own expansion plans, so building a facility specifically for a single customer would be at odds with its business model.

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#tsmc #musk #spacex #semiconductor #chips

馬斯克證實"與台積電合作" 專家:確保晶片供應

2026-10-05

市場傳出台積電評估,在美國德州蓋第二個廠區的傳聞,當時公司表示:不予評論,但隨後Space X執行長馬斯克想要和台積電合作建廠,他證實傳聞,說"目前只是在討論階段"。專家分析,馬斯克是晶圓製造門外漢,想透過台積電,確保晶片產能,也比自己蓋廠快很多。

[[Space X執行長 馬斯克(2026.3)]]
“我希望他們擴廠越快越好,我們會買他們所有晶片,我跟他們這樣說。”

今年三月Space X執行長馬斯克宣布Terafab晶片製造計畫,就是為了確保供應無虞,支撐旗下AI、自駕車、機器人到火箭發展,近期又傳出他與台積電接洽,討論潛在的合作機會。

馬斯克在X上證實,"目前只是討論階段,但可能會有進一步成果",但市場才剛傳出,台積電評估在美國興建第二廠區計畫,地點可能在德州,公司不評論傳聞,但不免引發外界聯想。

[[科技公司總經理 吳金榮]]
“晶圓半導體製造,他是門外(漢),他等於是外行的。他想一想,如果能夠跟台積電合作是最快,在美國自己製造,比自己蓋要快很多。”

馬斯克想跟台積電合作,有2個可能方案,一是台積電持有營運,SpaceX方投入資金參與、承諾採購,另一方案是Space X有多數股權,台積電提供專業知識和製程技術,但專家認為第二種可能機率很低。

[[科技公司總經理 吳金榮]]
“如果台積電要跟馬斯克合作,台積電一定佔大股,沒有說台積電只去做製造,我想台積電不會做這個事情。如果以這樣,那我自己蓋一個廠,供給你就好了啊。”

[[台積電董事長 魏哲家(2024.12)]]
“跟全世界最有錢的傢伙聊天,他跟我講說,多功能的機器人是他要努力的方向,他說他最擔心的是,沒有人供應他晶片,我說你不要緊張,只要你肯付錢,你的晶片一定有。”

魏哲家就曾談過,只要肯付錢,晶片一定有。畢竟台積電一直以來,都是按照自己的計劃建廠,提供產能,如果為了單一客戶打造,幾乎是與現有營運模式背道而馳。

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