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.
The odds
Each tick is a source publishing on this story
Price data
| Time | Chance of yes |
|---|---|
| now | 15% |
| 4 Oct, 23:45 UTC | 15% |
| 4 Oct, 22:17 UTC | 13% |
| 4 Oct, 14:14 UTC | 15% |
| 2 Oct, 22:02 UTC | 14% |
| 1 Oct, 19:34 UTC | 12% |
| 1 Oct, 14:21 UTC | 17% |
| 30 Sept, 14:01 UTC | 14% |
Replay the odds, article by article
Step through each article in the order it published and watch TSMC respond.
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.
- Latest from Tom's HardwareElon Musk confirms discussions with TSMC about Terafab chipmaking collaboration14%
- MarketWatchMusk hints TSMC may join his mega chip venture, and Intel’s stock is taking a hit15%▲1 points since the previous source
- QuartzIntel-Aktie fällt um 4 %, da TSMC Gespräche beginnt, um Musks Terafab-Chip-Projekt beizutreten.15%
- QuartzIntel stock sinks 4% as TSMC enters talks to join Musk's Terafab chip venture15%
- Current odds15%
Sources
Every article we clustered into this story. Headlines link to the publisher.
- Intel-Aktie fällt um 4 %, da TSMC Gespräche beginnt, um Musks Terafab-Chip-Projekt beizutreten. Quartz
- Intel stock sinks 4% as TSMC enters talks to join Musk's Terafab chip venture Quartz
- Musk hints TSMC may join his mega chip venture, and Intel’s stock is taking a hit MarketWatch
- Elon Musk confirms discussions with TSMC about Terafab chipmaking collaboration Latest from Tom's Hardware
Markets on this story
- Kalshi TSMC 15% +1
Does the market have this right?
Wrong market?
- Kalshi Elon Musk 87%
Does the market have this right?
Wrong market?
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In this story
- Elon Musk
- TSMC
- Intel