TSMC is in preliminary talks to establish a second major manufacturing hub in the United States, potentially located near Dallas, Texas. The proposed campus could house up to six advanced wafer fabrication facilities, with each unit projected to cost at least $20 billion. The total investment for the project could reach tens of billions of dollars.
The Texas project is contingent upon the extension of a 35% advanced-manufacturing tax credit under the CHIPS Act, which is scheduled to expire at the end of 2026. Currently, the plans have not received approval from the TSMC board, and suppliers have not been formally notified of the expansion.
This initiative would supplement the company's existing operations in Arizona, where TSMC has committed a total of $265 billion for up to 12 facilities and a research center. In July 2026, the company added $100 billion to its Arizona investment plan.
In the first half of 2026, US customers accounted for approximately 75.64% of TSMC's wafer revenue, with Nvidia, Apple, and AMD identified as key clients. Investors are awaiting the company's earnings call on October 15, 2026, for further details on its overseas investment strategy.
