Taiwan Semiconductor Manufacturing Company (TSMC) is considering building a new plant in Texas as part of its expansion of semiconductor manufacturing in the United States. The investment plan is expected to include multiple plants, and its implementation is contingent on an extension of the advanced manufacturing tax credit.
As part of its expansion of semiconductor manufacturing in the United States, TSMC is considering building a new plant in Texas. According to people familiar with the matter, the investment plan is expected to include multiple plants, with construction costs of at least $20 billion each.
TSMC is currently investing approximately $265 billion to build plants in Arizona, and North America has accounted for more than 75% of wafer sales so far this year.
As demand for AI increases, orders for advanced nodes from customers including NVIDIA, Apple and AMD have risen sharply, putting significant pressure on the company's production capacity.
It remains uncertain whether the plan will go ahead, but if the Texas project advances, details of the investment amount and construction scale will await future disclosures.