Person
Taiwanese semiconductor executive who is chief executive of TSMC, the world's largest contract chipmaker, and has also served as its chairman since 2024.
TSMC CEO C.C. Wei confirmed talks with Musk's Terafab on the third-quarter call and said TSMC must run any fab. Musk has said his companies will build and run it, so each side is claiming the operator's job.
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TSMC is weighing a Texas campus of up to six $20 billion fabs that reportedly hinges on a 35% CHIPS Act tax credit expiring at the end of 2026. At $7 billion a fab, the credit lets Congress set about a third of the price before TSMC's board has voted.
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The consortium's own timeline puts 12-inch masks into advanced-node production in 2033, two process generations out, which leaves Samsung's 2028 DRAM target as the one milestone close enough for a buyer to quote against.
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The 15% tariff Taipei bought with $250bn of promised fab investment is a rate that gets re-quoted whenever Washington asks again, which makes the tariff line in a hardware bill of materials a political variable.
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Guidance above 40% growth is a forecast. Spending $60 billion to $64 billion in a single year is a commitment, and a 21-22x forward multiple assumes all of it gets absorbed.
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