马斯克否认台积电接管 Terafab：「我们自己建、自己运营，这一点毫无疑问」
Elon Musk Rules Out TSMC Takeover of Tesla and SpaceX Terafab
针对外界猜测台积电可能运营特斯拉与 SpaceX 在得州的 Terafab 半导体工厂，马斯克在 X 上明确否认：工厂将由自家建设和运营，台积电最多只能转租 Terafab 的一部分场地，除此之外别无其他。这收窄了他 10 月 3 日「只是谈谈，可能有结果」的表态——合作仍有可能，但台积电的角色上限被划清。已加入该项目的英特尔 CEO 陈立武 10 月 7 日在东京表示英特尔仍会参与。Terafab 位于得州 Grimes County，初始投资 168 亿美元、计划创造约 3,000 个岗位，四期全部建成总投资最高可达 1,190 亿美元。
Terafab 是特斯拉与 SpaceX 自研芯片产能的战略项目，控制权归属直接影响英特尔等合作方的地位与 AI 芯片供应链格局，马斯克亲自划线，作精选。已读完原文；168 亿与 1,190 亿美元、约 3,000 个岗位均出自原文所引得州税收激励文件口径，摘要已注明项目背景属性。
Elon Musk has made it clear that Tesla and SpaceX will retain control of their massive Terafab semiconductor project in Texas, ruling out any scenario in which Taiwan Semiconductor Manufacturing Company (TSMC) takes over the plant.
The clarification follows reports that TSMC was exploring a potential partnership with Musk’s companies, including an arrangement that would give the Taiwanese chipmaker responsibility for operating the plant.
Replying to an X user who predicted TSMC would end up running the plant, Musk left little room for interpretation.
“No, we will build and run the fab. Let there be ZERO doubt about that.
Maybe TSMC subleases part of the Terafab if they want, but nothing more than that.”
No, we will build and run the fab. Let there be ZERO doubt about that.
Maybe TSMC subleases part of the Terafab if they want, but nothing more than that.
— Elon Musk (@elonmusk) October 7, 2026
The comments narrow Musk’s earlier response on October 3, when he confirmed discussions with TSMC, saying, “Just discussions, but something may come of it.”
While a partnership remains possible, Musk’s latest statement suggests TSMC’s involvement would be limited to occupying part of the facility rather than controlling its operations.
That could matter for Intel, which joined the project in April. Reuters noted that a bigger TSMC role could challenge Intel’s place in Terafab. Speaking to Bloomberg in Tokyo on October 7, CEO Lip-Bu Tan said Intel will remain part of the project.
Terafab is being developed in Grimes County, Texas, with an initial investment of US$16.8 billion and plans to create approximately 3,000 jobs. The project could eventually reach as much as US$119 billion if all four planned phases are built, according to its Texas tax-incentive filings.
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