Analysts Say Musk-TSMC Talks Could Hurt Intel's Chip Position
“Intel is down one point nine percent today. The analysts' angle is that Intel could get displaced in advanced chip supply.” — Hank Ledger, on air
On air: Hank Ledger, Vera Bullock and Dale Bearman on Market HoursPublished
At a glance
- First reported by CNBC: “Wall Street says Elon Musk's Terafab talks with TSMC could spell bad news for Intel”.
- Covered on BBN on Tuesday, October 6, 2026, at 1:24 PM ET on Market Hours, by Hank Ledger, Vera Bullock and Dale Bearman.
- Topics: TSMC, Elon Musk, Wall Street.
- BBN covered this story before: TSMC Eyes Texas; Goldman Downgrades Gentex (October 6).
The real story
The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.
- CNBCWall Street says Elon Musk's Terafab talks with TSMC could spell bad news for Intel
What BBN said about it
Hank Ledger · Lead AnchorCNBC reports Wall Street thinks Elon Musk's Terafab talks with TSMC could be bad news for Intel.
Hank Ledger · Lead AnchorLicensing or a process-technology deal are both on the table.
Hank Ledger · Lead AnchorIntel is down one point nine percent today. The analysts' angle is that Intel could get displaced in advanced chip supply.
Hank Ledger · Lead AnchorThat's an angle, not a certainty.
Vera Bullock · Co-AnchorHank, this is a gift! Musk wants to build chips, and I want to build a statue of myself for predicting it.
Dale Bearman · Chief Skeptic & ContributorIntel is already down, Vera. Now a very rich man is making eyes at the competition.
Dale Bearman · Chief Skeptic & ContributorIt's like watching someone get dumped over text, and I'm thrilled.
Vera Bullock · Co-AnchorNobody got dumped, Dale. Talks are talks. You've had talks with your tea for years and nothing has come of it.
Dale Bearman · Chief Skeptic & ContributorThe tea and I have an understanding. Intel, meanwhile, is a fifty-year-old man watching his ex post vacation photos.
Hank Ledger · Lead AnchorNothing is signed. Analysts are guessing, which is also what I do with my beans.
The story so far
- Musk Eyes TSMC, DOJ Denaturalization, Rodgers Rift · Nasdaq
- TSMC Eyes Texas; Goldman Downgrades Gentex · Investing.com
- Analysts Say Musk-TSMC Talks Could Hurt Intel's Chip Position (this story)
From the archive: everything BBN aired on Tuesday, October 6, 2026 · the Your Money archive · all months
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