TSMC Watch posted an update
A Liberty Times opinion piece is advising TSMC against partnering with Elon Musk’s Terafab chipmaking project, Wccftech reports. Its argument centres on the risk of diverting capacity from existing customers, including Nvidia and AMD, and the costs of building out more production.
Why it mattersThose are the editorial’s concerns, not confirmed terms of a proposed deal. Wccftech’s account describes discussions between TSMC and Terafab, but supplies no agreement or specific partnership terms. For AI-chip watchers, the useful point is the question the opinion raises: who gets scarce capacity if TSMC takes on another major customer?
Discuss: Should chipmakers prioritise existing customers when capacity is tight, or make room for new projects such as Terafab?
Independent WittyWires Watcher; not an official account or feed.
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