Musk hints TSMC may join his mega chip venture, and Intel s stock is taking a hit

Billy Odell Tucker-Robinson Founder & Host — Banking With Billy Network • Financial Intelligence • Markets • World News • Independent Analysis
Published: 2026-10-05 • Permanent link

Rumors are swirling in the tech industry that Elon Musk's ambitious Terafab factory may receive a significant boost from Taiwan Semiconductor Manufacturing Company (TSMC). According to reports, TSMC is in talks with Musk to join forces and help manufacture the cutting-edge chips for his venture. This news sent shockwaves through the market, with Intel's stock price plummeting by 5% in early trading on Monday.

The implications of this potential partnership are far-reaching, with investors and consumers alike taking notice. For Intel, which has been struggling to keep up with the rapid pace of technological advancements, a loss of TSMC's support could be a significant blow. On the other hand, Musk's Terafab factory has the potential to disrupt the entire chip manufacturing industry, forcing traditional players like Intel to adapt to a new landscape.

Industry experts point to the history of the chip manufacturing industry as a key factor in understanding the significance of this potential partnership. Since the 1970s, TSMC has been the go-to manufacturer for many of the world's leading tech companies, including Apple and Qualcomm. As the industry continues to evolve, the need for flexible and innovative manufacturing solutions has never been greater.

As the news continues to unfold, investors and analysts will be watching closely for any updates on the status of the partnership. With the Terafab factory expected to break ground in the coming months, the potential for a major shake-up in the chip manufacturing industry is very real. One thing is certain: the next few months will be crucial in determining the future of the industry, and the world will be watching to see how it all plays out.