TSMC is considering a new manufacturing campus in Texas that would add tens of
billions of dollars to its multi-year U.S. expansion. Insiders say the plan
would include multiple fabs, with each plant costing at least $20 billion if
pursued. North America has accounted for more than 75% of TSMC’s wafer revenue
year-to-date, and large orders from AI chip designers such as NVIDIA and AMD are
driving demand for advanced nodes; the company’s co-COO has said the AI boom is
already pressing existing capacity. Plans are at an early stage and any Texas
investment would be conditional on U.S. lawmakers extending an advanced
manufacturing tax credit due to expire at year-end.
