AI 导读
台积电董事长兼 CEO 魏哲家在 Q3 2026 财报电话会上确认，公司仍在就 Elon Musk 的 Terafab 进行讨论。他表示台积电已派团队赴得州评估扩产机会，商讨是否利用 Terafab 的额外芯片制造产能，并强调该厂必须由台积电运营。他还称 AI 芯片需求依然极强，供需之间存在很大缺口。
推荐理由
台积电 CEO 在财报电话会上确认与 Terafab 的谈判并给出运营前提，读者可据此了解 AI 芯片产能合作走向。
正文
BREAKING: TSMC Chairman and CEO C.C. Wei confirmed ongoing talks on Elon Musk’s Terafab during the company’s Q3 2026 earnings call today.
Wei said TSMC has sent teams to Texas to evaluate expansion opportunities and is discussing whether it could use Terafab’s additional chipmaking capacity.
“We are still in discussion,” he said, adding that “the fab has got to be run by TSMC.”
He also said AI chip demand remains extremely strong, with a large gap between demand and supply.
来源：DogeDesigner · x.com