On October 7, Elon Musk said on X that TSMC will not be a partner in the SpaceX AI and Tesla Terafab chip plant in Texas, walking back earlier comments that put TSMC in the frame. Intel remains the likely technology provider, with Lip-Bu Tan reaffirming its involvement per a Bloomberg report, and reporting since puts the initial investment at about $16 billion across 13,000 acres. On October 15, TSMC surfaced in discussions with Terafab, with C.C. Wei saying TSMC must control chip production in any alliance. The discussion weighs Intel's turnaround, the U.S. government stake, and what the financials can show.