Taiwan's Economic Daily News reports TSMC is planning a second US manufacturing campus in Texas, separate from its Arizona plan. Citing semiconductor equipment industry sources, 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, as new fabs would likely use more advanced nodes.
TSMC had not commented when the report was released. Reuters later confirmed, citing two people familiar with the matter, that TSMC is evaluating a potential Texas investment, with plans not finalized. One source said it would come on top of the Arizona commitment.
UDN notes demand from customers like NVIDIA, Intel, AMD, and Apple for US-made chips, plus the Trump administration's renewed tariff threat of up to 200% for chipmakers not producing in the US. TSMC reportedly hasn't asked suppliers to prepare, and the board hasn't signed off. TSMC added another $100 billion to its Arizona plans in July, but UDN says that site still faces power and labor shortages while resolving water supply issues.
Either way, fabs take years to build, so Texas-made chips are not expected soon.
Source: TechPowerUp News · Summarized by HeadlinesBriefing