马斯克确认正与台积电磋商 Terafab 芯片厂合作
Elon Musk Confirms TSMC Talks for Texas Terafab Chip Plant
马斯克 10 月 3 日在 X 上回应称，与台积电的接触目前只是讨论阶段，之后可能有下文。Drive Tesla 援引台湾科技媒体 Culpium 的报道称，可能的安排包括台积电拥有并运营晶圆厂、SpaceX/Terafab 出资并包销部分产能，或 SpaceX 控股、台积电以小股加工艺技术参与，但均未定案。Terafab 位于得州 Grimes County，一期投资预计超过 168 亿美元、创造约 3,000 个岗位，所产芯片规划用于 Optimus、未来车辆与太空数据中心；Intel 已先行参与并计划提供 14A 工艺，台积电若加入是否影响这一安排尚不清楚。
Elon Musk has confirmed that discussions are underway with TSMC over a potential role in Terafab, the massive semiconductor manufacturing project being developed in Texas by SpaceX and Tesla.
Musk confirmed the talks on X on October 3, following a report from Taiwan-based technology newsletter Culpium about a possible partnership between the two sides.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
According to the report by Culpium, the most likely arrangement would see TSMC own and operate the semiconductor facility, while SpaceX/Terafab could invest in the venture, guarantee purchases of a certain volume of chips, or both.
Another option reportedly under consideration would give SpaceX majority ownership, with TSMC taking a smaller stake while providing its manufacturing expertise and process technology.
The talks come as work moves forward on Terafab in Grimes County, Texas. The first phase is expected to require more than US$16.8 billion (C$23.9 billion) in investment from SpaceX and Tesla and create 3,000 jobs. Texas has also approved a US$30 million (C$42.7 million) Enterprise Fund grant for the project.
When complete, the facility is planned to span roughly 100 million square feet and bring logic, memory, advanced packaging and testing together under one roof. The chips are intended to support Tesla’s Optimus robots and SpaceX’s planned space-based data centres, as well as the company’s future vehicles.
Intel is already involved in Terafab and is slated to provide its 14A process technology. Whether that arrangement would change if TSMC joins the project remains unclear.
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来源：MyTesla 编辑台 · driveteslacanada.ca