Signal Desk · Markets

Intel to keep partnering on Musk's Terafab chip project

2026-10-07 · 2 sources · CNBC TV18 Market

In short

Intel said it will keep working with Elon Musk on the Terafab chip project. CEO Lip-Bu Tan confirmed the plan even after investors worried about Musk talking with TSMC.

This matters because TSMC could change Intel’s role in the venture. It is still not clear whether TSMC will join or what the final setup will be.

What the reporting says

Intel will keep working on Elon Musk’s Terafab chip production project, CEO Lip-Bu Tan confirmed, despite investor concerns over Musk’s talks with TSMC. The reporting says Musk is weighing partners for the venture, and a potential TSMC role could challenge Intel’s place. What is still unknown is whether TSMC will join or how the partnership will be structured.

Why it matters

Intel’s continued work on Musk’s Terafab chipmaking venture keeps the project moving while investors watch for possible competition from TSMC. The reported concern is that a TSMC partnership could alter Intel’s role, but the available reporting does not say any deal has been signed or changed. The immediate market relevance is to Intel, Musk’s venture, and potential chipmaking partners.

Touches: Intel, TSMC, Companies, Markets

Sources