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TSMC's CEO C.C. Wei stated that, if it participates in Musk's Terafab project, the wafer fab must be operated by TSMC; the two sides have not disclosed specific cooperation terms.
PANews cited Wccftech as reporting that Musk proposed that Terafab could produce 1 of AI computing power; multiple industry insiders believe that achieving a stable mass-production yield target will be extremely difficult.
Intel CEO Lip-Bu Tan said that the company will continue participating in Musk’s Terafab project. Musk’s previous discussions with TSMC about a potential partnership had raised concerns that Intel’s role could be affected.