According to @StockMKTNewz, The Wall Street Journal reports that Taiwan Semiconductor (TSMC, ticker: TSM) is planning a significant expansion in Arizona as part of a potential trade agreement between the United States and Taiwan, source: The Wall Street Journal. The report directly ties the scale-up to trade negotiations, making policy outcomes a key determinant for TSMC’s U.S. manufacturing footprint and future capex timing, source: The Wall Street Journal. Because major ASIC and AI chip production relies on leading foundries, any expansion at TSMC can influence hardware lead times that crypto miners track, including BTC mining ASIC supply chains, source: TSMC corporate disclosures and Reuters industry coverage.

According to @stocktalkweekly, Elon Musk said Tesla’s current partners TSMC and Samsung cannot meet Tesla’s chip needs even under best-case supplier production scenarios, flagging a material capacity shortfall (source: @stocktalkweekly). According to @stocktalkweekly, Musk added that no agreement is signed with Intel, though discussions are considered, keeping external sourcing options open but uncertain (source: @stocktalkweekly). According to @stocktalkweekly, Musk stated Tesla may need to build a gigantic in-house chip fab dubbed a Tesla TeraFab—larger than Giga-scale—to reach required volumes (source: @stocktalkweekly). According to @stocktalkweekly, for traders this signals supply risk and potential capex overhang for TSLA and headline sensitivity for TSMC, Samsung, and Intel pending any follow-up announcements, with no timelines or contracts disclosed (source: @stocktalkweekly). According to @stocktalkweekly, the quote contains no reference to cryptocurrencies, so no direct crypto market impact is indicated (source: @stocktalkweekly).

According to @stocktalkweekly, Taiwan Semiconductor (TSM) is planning to acquire a second major site in Arizona to accelerate capacity expansion (source: @stocktalkweekly on X, Oct 16, 2025). The update is headline-only with no disclosed timeline, capex, product mix, or customer details for the U.S. fab footprint (source: @stocktalkweekly on X, Oct 16, 2025). The source does not mention any crypto or AI market implications (source: @stocktalkweekly on X, Oct 16, 2025).