According to ChainCatcher news, it is reported that TSMC is exploring the possibility of cooperating with the Terafab project co-invested by SpaceX and Tesla, and considering it as an important customer of the future Texas wafer fab. Musk responded that it was only in the discussion stage, but "there may be progress."
Musk responds that TSMC may participate in the Terafab project
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Bernstein: TSMC's third-quarter revenue is expected to reach NT$1.49 trillion, 3% above the market consensus.