TSMC's reported Texas expansion
Taiwan Semiconductor Manufacturing Company is evaluating a potential investment in Texas to expand chip production in the United States, two people familiar with the matter said. The plans have not been finalized, the sources noted, speaking on condition of anonymity because they were not authorized to discuss them publicly. TSMC did not immediately respond to a request for comment on the talks.
How it fits the existing U.S. footprint
The potential Texas investment would sit alongside TSMC's previously announced U.S. build-out. In July, the company unveiled a further $100 billion investment in Arizona, lifting its pledged U.S. spending there to $265 billion for semiconductor manufacturing facilities. Chief Executive C.C. Wei said at the time that "probably additional four or more fabs will be built," referring to both front-end and back-end facilities. The Texas evaluation, if it advances, would be incremental to that Arizona commitment, one of the sources said.
Media origin and reaction
Taiwanese media first reported the Texas development this week, citing unnamed industry sources, and the report was subsequently picked up by Reuters. TSMC's Taipei-listed shares closed unchanged at 2,475.00 Taiwan dollars on the prior session, with a consensus buy rating from 35 analysts tracked by MarketScreener. GuruFocus also highlighted the Texas exploration, framing it as part of TSMC's broader push to boost U.S. chip production.
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