Overview
- Multiple outlets reported on Wednesday that TSMC is evaluating a major investment in the Dallas, Texas area, but the company has not confirmed the plans and sources say they are not final.
- Reports say the Texas project would be in addition to TSMC’s $265 billion commitment in Arizona and could include roughly six advanced wafer fabs if it proceeds.
- Commercial pressure from customers such as Nvidia, Apple, and AMD and U.S. incentives under the CHIPS Act are cited as the main reasons behind the push for more U.S.-based capacity.
- A new Texas campus would alter competitive dynamics with firms like Intel and Samsung and create demand for large numbers of skilled workers, utilities, and transport upgrades in the region.
- TSMC’s Arizona buildout — which already includes a 4 nm production fab and plans for multiple additional fabs and packaging facilities — shows the company can execute large U.S. projects and explains why a Texas expansion is plausible.