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 pressuring existing

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 pressuring 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.