TSMC stock: Tesla reopens talks on a larger Terafab role

Published on 11/04/2026 at 09:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tesla may let TSMC take primary construction and operating duties at its Texas Terafab. Ownership and investment terms remain unresolved as talks prepare to restart.

Terafab talks could broaden TSMC role

Tesla and TSMC are preparing to revisit cooperation on the Texas chip project.
TSMC could assume primary responsibility for construction and fab operations.
Ownership, investment terms and the final operating structure remain unresolved.

TSM, US8740391003, Illustration mit AI erstellt.

Tesla and Taiwan Semiconductor Manufacturing Company may reopen negotiations over a broader TSMC role in the Terafab chip project in Texas, according to a report published by News18A on Wednesday, November 4, 2026. The report said the renewed talks could give TSMC primary responsibility for building and operating the facility.

The development follows an earlier position from Tesla CEO Elon Musk that Tesla and SpaceX would build and run the plant themselves. Under the latest scenario, TSMC could take a more central role in construction and day-to-day fab operations, while the ownership structure and investment commitments remain under discussion.

Control remains the central issue

The possible shift would address a key tension in the project. TSMC has indicated that any facility producing its technology would need to be operated by TSMC, while Musk had previously limited the Taiwanese chipmaker to a possible sublease of part of the site. A wider operating mandate could therefore change the balance between manufacturing expertise and the project sponsors' desire for control.

No final agreement has been announced. The next step is the reported restart of negotiations, with the division of construction duties, operating authority, equity ownership and investment still to be settled.

TSMC stock traded at 361.75 euros on Lang & Schwarz at 09:31 CET on Wednesday, November 4, 2026; the real-time quote of TSMC stock is available here.

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