TSMC Said to Be Weighing a Second U.S. Manufacturing Hub, With Dallas Emerging as a Top Candidate

News Editor

2026-09-29 02:15:24

Taiwan Semiconductor Manufacturing Co. is considering a broader U.S. manufacturing expansion, according to a report cited by ChainCatcher from Economic Daily News and industry sources in the semiconductor equipment sector. The plan would follow the company’s Arizona buildout with a second U.S. industrial park and six additional advanced wafer fabs, with Dallas, Texas, seen as a leading location. If launched, the new hub’s total investment is expected to exceed the $265 billion already allocated to TSMC’s Arizona operations. As of Sept. 28, the report said TSMC had not responded to media inquiries. Supply-chain companies also said the owner had not yet asked them to prepare in advance, and that the board had not made a final decision. TSMC’s Phoenix, Arizona, site currently includes plans for six wafer fabs, two advanced packaging plants and one R&D center. The report said the company’s overseas expansion is being driven by the need to stay closer to customers, spread geopolitical risk and deal with land, water and power constraints in Taiwan. It added that U.S. customers accounted for about 75.64% of TSMC revenue in the first half of 2026. Industry talk has linked the possible move to local production demand from Nvidia, Intel, AMD and Apple, as well as pressure from the U.S. government, which has threatened tariffs of as much as 200% on chipmakers that do not move manufacturing back to the U.S.

Taiwan Semiconductor Manufacturing Co. is considering a larger U.S. manufacturing footprint, with plans for a second American industrial park after Arizona and six more advanced wafer fabs, according to Economic Daily News, which cited sources in the semiconductor equipment industry. Dallas, Texas, is seen as a leading candidate for the new site.

The report said that if the second hub moves ahead, total investment would exceed the $265 billion already committed to TSMC’s Arizona project, linking wafer manufacturing in Arizona with an advanced industry ecosystem in Texas.

As of Sept. 28, reporters had not received a response from TSMC. Supply-chain companies said the owner had not yet notified them to begin preparations, and the board had not yet given final approval.

Arizona project already expanded

TSMC’s wafer fabrication complex in Phoenix, Arizona, now carries a total planned investment of $265 billion. The site blueprint includes six wafer fabs, two advanced packaging plants and one research and development center.

Why the company is looking abroad

The report said TSMC’s added overseas push reflects several factors: staying closer to customers, spreading geopolitical risk, and dealing with constraints in Taiwan related to land as well as water and power resources. U.S. customers accounted for about 75.64% of TSMC revenue in the first half of 2026.

Industry talk has linked the move to demand from Nvidia, Intel, AMD and Apple for local U.S. production. The report also said TSMC is facing pressure from the U.S. government, which has threatened tariffs of as much as 200% on chip manufacturers unless production is moved back to the United States.

Dallas and North Texas gain attention

Dallas and North Texas are often referred to as the "Silicon Prairie." Texas Instruments, Coherent, Samsung and Tesla already have operations there. The report said the Arizona site still faces challenges including water shortages, power constraints and labor shortages. Texas, by contrast, offers access to talent, lower tax burdens and more stable electricity supply, and supply-chain sources said site selection work is nearing completion.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.

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