Taiwan's Economic Daily News (UDN) reports that TSMC is planning a second US manufacturing campus in Texas, separate from Arizona. Citing semiconductor equipment industry sources, it says the project would include six advanced fabs, with Dallas the most likely location. UDN estimates the total investment could exceed the $265 billion committed to Arizona, since new fabs would probably use more advanced nodes. TSMC hadn't commented when the report went out. Reuters has since reported, citing two people familiar with the matter, that TSMC is indeed evaluating a potential Texas investment, with plans not finalized. One source said it would come on top of the Arizona commitment.
UDN points to customers like NVIDIA, Intel, AMD, and Apple wanting US-made chips, plus the Trump administration's renewed tariff threat of up to 200% for chipmakers that don't produce in the US. TSMC reportedly hasn't asked suppliers to prepare, and the board hasn't signed off just yet. TSMC added another $100 billion to its Arizona plans in July, but UDN says that site still faces power and labor shortages while it sorts out its water supply. Either way, fabs like these take years to build, so it's not reasonable to expect Texas-made chips any time soon.[](https://www.techpowerup.com/img/Y5oP2jHmaFBbNSzE.jpg)
Source: TechPowerUp News · Summarized by HeadlinesBriefing