Taiwan Semiconductor’s possible role could leave Intel with a smaller share of Terafab work. The talks are preliminary, and Intel is still expected to provide its 14A process, but the added competition is a risk to Intel’s opportunity.
A smaller share of Terafab could mean less chip-making work for Intel. The new talks create that risk, but Musk said they are preliminary, and Intel is still expected to provide its 14A process.
Taiwan Semiconductor is in early talks about a possible Terafab role, which could create an opportunity. The story confirms no role or project work, so it does not change the company’s outlook.
Tesla is already working with Intel and other partners on Terafab. The story reports no change to Tesla’s role or any new result for the project.
SpaceX is already working with Intel and other partners on Terafab. The story reports no change to SpaceX’s role or any new result for the project.
Follow Intel Corp. (INTC) free. When we publish a story about it, you get the plain-English explanation as an alert.
Get alerts for INTC