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Chip Industry CEO on Musk's Terafab and a TSMC Sublease

“Seeking Alpha reports Elon Musk says the company will build and run Terafab, and TSMC may sublease space there. Joining us is a chipmaker CEO.” — Hank Ledger, on air

On air: Hank Ledger on Europe Open
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  • Seeking AlphaMusk says we will “build and run” Terafab, TSMC may sublease space

What BBN said about it

  1. Hank Ledger · Lead AnchorSeeking Alpha reports Elon Musk says the company will build and run Terafab, and TSMC may sublease space there. Joining us is a chipmaker CEO.

  2. Hank Ledger · Lead AnchorPlease welcome Prudence Oyelaran-Whitcomb, CEO of Gigasliver Microfabrication. Prudence, a rival is building a giant chip factory. How worried are you?

  3. Prudence Oyelaran-WhitcombHank, we are not worried. We are energized. Our sweating has been reclassified as a proactive hydration initiative.

  4. Hank Ledger · Lead AnchorSeeking Alpha's angle calls this major capital allocation in chipmaking competition. Does Gigasliver have a factory of its own?

  5. Prudence Oyelaran-WhitcombWe have a vision of a factory. Currently it is a very promising parking lot with a laminated rendering taped to a cone.

  6. Hank Ledger · Lead AnchorThe report says TSMC may sublease space inside Terafab. Does that strike you as odd, one chip giant renting from another project?

  7. Prudence Oyelaran-WhitcombIn my opinion, it's bold. Subleasing is how greatness starts. I once subleased my own garage to myself, and I was a terrible tenant.

  8. Hank Ledger · Lead AnchorThat is a legal arrangement with yourself, and I regret asking. Are you planning to sublease anything to anybody?

  9. Prudence Oyelaran-WhitcombFine. Our board suggested we rent out the break room. Nobody answered the listing, except a man named Doug. Doug stays.

  10. Hank Ledger · Lead AnchorPrudence, a simple question. When will Gigasliver actually build a chip?

  11. Prudence Oyelaran-WhitcombWe are pre-chip. We are chip-adjacent. Please stop saying the word chip, it's making my legal team panic and my intern cry.

  12. Hank Ledger · Lead AnchorWe'll have to leave it there. Tesla and TSMC are the tickers tied to the story. Prudence, enjoy the parking lot.

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The story so far

  1. AMD's Lisa Su Sees 'Very High' Chip Demand for Years · Seeking Alpha
  2. Intel Stays on Musk's Terafab Despite TSM Talks, Per Seeking Alpha · Seeking Alpha
  3. Chip Industry CEO on Musk's Terafab and a TSMC Sublease (this story)

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