TSMC plans to build a second campus in Texas, with an estimated investment exceeding Arizona

According to the Economic Daily, citing sources from the semiconductor equipment industry, TSMC plans to expand its manufacturing presence in the United States. Following Arizona, it is set to initiate plans for a second park in the U.S., with a high likelihood of establishing six advanced wafer fabs in Dallas, Texas. Reports indicate that if the second park is launched, the total investment is expected to exceed the $265 billion in Arizona, linking Arizona's wafer manufacturing with Texas's advanced ecosystem. As of September 28, the reporter has not received a response from TSMC; supply chain operators stated that the owner has not yet notified preparations, and the board has not yet made a decision.

The total investment in TSMC's wafer fab in Phoenix, Arizona, has now increased to $265 billion, with plans including six wafer fabs, two advanced packaging plants, and a research and development center. Reports suggest that TSMC's considerations for increasing its overseas presence include proximity to customers, diversification of geopolitical risks, and overcoming resource limitations such as land, water, and electricity in Taiwan. U.S. customers accounted for approximately 75.64% of TSMC's revenue in the first half of 2026.

There are widespread rumors in the industry that TSMC is responding to demands from customers like NVIDIA, Intel, AMD, and Apple for local production in the U.S., while facing pressure from the U.S. government, which has threatened that chip manufacturers must relocate back to the U.S. or face tariffs of up to 200%. Dallas and North Texas are known as the "Silicon Prairie," with local factories established by Texas Instruments, Coherent, Samsung, and Tesla. Reports indicate that the Arizona facility still faces challenges such as water shortages, power shortages, and labor shortages, while Texas offers talent, lower tax burdens, and stable electricity, leading supply chain operators to believe that site evaluations are nearing completion.