TERAFAB: On the Taiwan Semiconductor Manufacturing (TSMC) Q1 2026 earnings call, Chairman & CEO C.C. Wei said the following in regards to the Tesla/SpaceX Terafab Project.
"Well, actually, both Intel and Tesla, they are TSMC’s customer. Again, they are our competitors, and we view Intel as our formidable competitors and do not underestimate them.
Having said that, there are no shortcuts. The fundamental rule of the foundry game never change. They need the technology leadership, manufacturing excellence, and customer trust, and most of all, the service, which has been mentioned by Jensen.
Again, let me say that it takes 2-3 years to build a new fab. No shortcuts. It takes another 1-2 years to ramp it up. Again, that’s a fundamental of foundry industry."