TSM/SPCX: TSMC Gains as Musk Confirms Terafab Talks, Intel Falls TSMC shares gain 3% in Taipei on Monday with sentiment boosted by discussions between the Taiwanese chip giant and Elon Musk’s Terafab on potential collaboration… The Taiwanese foundry giant may use Terafab as anchor client for a future Texas semiconductor factory, according to Tim Culpan’s Culpium newsletter. “TSMC is exploring ways to work with Elon Musk’s Terafab to help the startup chipmaker run its new semiconductor factories in Texas, my sources tell me,” wrote Culpan. Elon Musk said “Just discussions, but something may come of it” in response to a screenshot of the newsletter on X.