Taiwan Semiconductor Manufacturing Co. is evaluating a potential investment in Texas that could create a second major U.S. manufacturing hub alongside its rapidly expanding Arizona operations.
Reuters reported that the plans are still under consideration and have not been finalized. TSMC has not publicly confirmed a specific Texas project.
Texas could become a second U.S. production cluster
People familiar with the matter told Reuters that TSMC is studying Texas as a possible location for additional U.S. semiconductor capacity. DIGITIMES separately reported that the concept could eventually include multiple advanced wafer fabs if the project moves forward.
Any Texas expansion would come on top of TSMC’s existing U.S. buildout in Arizona, where the company is developing a large cluster of semiconductor fabs, advanced-packaging facilities and research capacity.
Arizona remains TSMC’s main U.S. base
TSMC’s disclosed Arizona investment has grown substantially as demand for advanced chips used in artificial intelligence, smartphones and high-performance computing has accelerated.
The company has repeatedly said it intends to keep investing in the United States, but it has not announced a final Texas site, investment amount or construction schedule.
Decision would reshape U.S. chip manufacturing geography
A second U.S. hub would broaden TSMC’s geographic footprint beyond Arizona and deepen its role in U.S. semiconductor manufacturing policy. Texas already hosts a large chip industry, including major operations from Samsung, Texas Instruments and other suppliers.
For now, the Texas project remains an evaluation rather than a committed investment. Investors and suppliers will be watching for confirmation from TSMC on site selection, fab count, process technology and timing.
Sources: Reuters; DIGITIMES.
