TSMC is reportedly considering the construction of a new manufacturing hub near Dallas, Texas. The project could include six advanced wafer fabrication plants, expanding the company's US presence beyond its existing operations in Arizona.
The company has significantly increased its investment in Arizona, which reached $265 billion by July 2026. This commitment includes multiple logic fabs, packaging facilities, and a research and development center, growing from an initial $12 billion plan announced in 2020.
Current Arizona operations include volume production of 4 nm chips at Fab 1 since late 2024. Fab 2 is scheduled for 3 nm production by late 2027, with 2 nm technology planned for later phases. TSMC aims to locate approximately 30% of its global 2 nm and smaller node capacity in Arizona.
In the first half of 2026, US customers accounted for 75.6% of TSMC's total revenue. The expansion strategy is driven by rising demand for AI and high-performance computing silicon from key clients, including Nvidia, Apple, and AMD.
A potential Texas site would increase competition with Samsung, which operates a facility in Taylor, Texas. The move also aligns with US efforts to reshore semiconductor manufacturing through the CHIPS Act and diversify supply chain risks currently concentrated in Taiwan.
