NewsMarkets

Tech

Musk Hints TSMC May Join Terafab Chip Venture as Intel Shares Drop

Elon Musk confirms discussions with TSMC regarding a potential collaboration on the Terafab project, causing Intel stock to fall.

3 publishers · 4 articles · first seen 3 Oct 2026 · updated 2h ago

The odds

How the odds moved · TSMC
0%50%100%15%30 Sept, 14:01 UTCnowQuartz: Intel-Aktie fällt um 4 %, da TSMC Gespräche beginnt, um Musks Terafab-Chip-Projekt beizutreten. · 5 Oct, 12:00 UTCQuartz: Intel stock sinks 4% as TSMC enters talks to join Musk's Terafab chip venture · 5 Oct, 12:00 UTCMarketWatch: Musk hints TSMC may join his mega chip venture, and Intel’s stock is taking a hit · 5 Oct, 11:27 UTCLatest from Tom's Hardware: Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration · 3 Oct, 14:50 UTC

Each tick is a source publishing on this story

Price data
TimeChance of yes
now15%
4 Oct, 23:45 UTC15%
4 Oct, 22:17 UTC13%
4 Oct, 14:14 UTC15%
2 Oct, 22:02 UTC14%
1 Oct, 19:34 UTC12%
1 Oct, 14:21 UTC17%
30 Sept, 14:01 UTC14%

The story so far

3 publishers have covered this in 4 articles since 3 Oct 2026. Latest from Tom's Hardware published first, on 3 October at 14:50 UTC; MarketWatch followed 44h 36m later. The most recent article, from Quartz, appeared on 5 October at 12:00 UTC.

Outlets reporting it: Latest from Tom's Hardware, MarketWatch, Quartz.

2 prediction markets price this story:

  • TSMC — the market puts it at 15%, with $340 traded in the last 24 hours, closing 1 Jan 2027. The outcome is Yes if the U.S. federal government acquires any ownership stake in TSMC before January 1, 2027. Otherwise, the outcome is No. Readers often mistake this deadline for a date when TSMC must announce plans or complete construction, but only actual equity acquisition by the federal government counts.
  • Elon Musk — the market puts it at 87%, closing 1 Nov 2026. The market resolves to Yes if Donald Trump and Elon Musk meet or speak by phone in October 2026. It resolves to No if this interaction does not occur during that month. Readers often mistake the linked news story about TSMC for the resolution criteria, but only a direct contact between Trump and Musk counts.

Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.

How it unfolded

Every source in the order it published, with the odds on TSMC at that moment. A dash means the source published before we started tracking prices.

  1. Latest from Tom's HardwareElon Musk confirms discussions with TSMC about Terafab chipmaking collaboration14%
  2. MarketWatchMusk hints TSMC may join his mega chip venture, and Intel’s stock is taking a hit15%▲1 points since the previous source
  3. QuartzIntel-Aktie fällt um 4 %, da TSMC Gespräche beginnt, um Musks Terafab-Chip-Projekt beizutreten.15%
  4. QuartzIntel stock sinks 4% as TSMC enters talks to join Musk's Terafab chip venture15%
  5. Current odds15%

Sources

Every article we clustered into this story. Headlines link to the publisher.

  1. Intel-Aktie fällt um 4 %, da TSMC Gespräche beginnt, um Musks Terafab-Chip-Projekt beizutreten. Quartz
  2. Intel stock sinks 4% as TSMC enters talks to join Musk's Terafab chip venture Quartz
  3. Musk hints TSMC may join his mega chip venture, and Intel’s stock is taking a hit MarketWatch
  4. Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration Latest from Tom's Hardware

Markets on this story

  • Kalshi TSMC 15% +1 $340 24hends 1 Jan 2027

    Does the market have this right?

    Wrong market?

  • Kalshi Elon Musk 87% $0 24hends 1 Nov 2026

    Does the market have this right?

    Wrong market?

Have your say

Your call. How does this end?

Free, no money involved. Calls are scored against the market's price when you make them, so backing an underdog that wins scores most. Leaderboard · Your calls

Email me when the odds move

We email a link to confirm first. At most one alert email every six hours; unsubscribe in one click. Privacy

In this story

Embed this story

Paste this into any web page to show the live odds, with a link back here.