Musk Confirms TSMC Out of Terafab AI Chip Complex

Reuters quotes Musk confirming TSMC will not run the Terafab AI chip complex, putting to rest speculation about the Taiwanese foundry's involvement. Musk is betting on U.S.-based production — likely with Intel — to keep the most critical AI infrastructure under American control. This isn't nationalism; it's supply-chain survival. Relying on a single island foundry for civilization-scale compute is a strategic vulnerability Musk refuses to accept. By building Terafab domestically, he creates redundancy, speeds iteration, and aligns chip design with manufacturing. The TSMC door is closed; the American foundry era just kicked open.

Source: Musk says TSMC won't run Terafab AI chip complex — Reuters