Taiwan Semiconductor Manufacturing (2330.TW) is reportedly evaluating a potential partnership with Elon Musk's Terafab wafer-fabrication project in Texas. The initiative, jointly backed by Tesla, SpaceX and xAI, has broken ground and could become the anchor customer for TSMC's new Texas facility if an agreement is reached. The project also raises the prospect of large-scale orders for South Korean suppliers of semiconductor materials, components and equipment, as Musk's ecosystem lacks in-house chipmaking experience.