Information has emerged that TSMC is considering a second site in Texas. The company is reportedly considering building six advanced wafer fabs on a scale exceeding its Arizona investment. No formal approval has been given at this stage, and the specific location remains undecided.
TSMC (2330.TW), a major semiconductor manufacturer, is reportedly considering building a second site in Texas, according to multiple sources familiar with the matter. The plan calls for six advanced wafer fabs in the Dallas area, with total investment potentially exceeding the Arizona project and setting a new record for US semiconductor manufacturing investment.
However, TSMC has not given formal approval at this stage, and it remains unclear whether Dallas will be selected as the final location. No requests for advance preparations have yet been made to local suppliers. The market is watching to see whether management discusses the allocation of overseas investment at the third-quarter earnings briefing.
The company invested approximately $26.8 billion in capital expenditures in the first half of this year and raised its full-year investment forecast from the previous estimate. There is also speculation that capital expenditure could expand further from next year onward, driven by growing AI demand.
Texas is a popular investment destination because of its low electricity costs, land availability and well-developed semiconductor supply chain. The expansion in Texas could strengthen the US production network as a whole, analysts say.
As activity surrounding information released before and after earnings announcements continues in the stock market, the report, if accurate, is expected to draw renewed attention to the strategic position of TSMC's US operations.