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2026-06-06
It’s Been Less Than Three Months—Why Has TerraFab, the Fab Supposed to Crush TSMC, Already Run Out of Steam?
It was nearly doomed in just three months! Musk’s TerraFab project hit trouble, with Intel and Tesla reportedly preparing to exit, while Intel instead competes for TSMC capacity. This reveals the difficulty of AI chip manufacturing and the second half of the industry’s landscape.
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