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TSMC evaluates potential Texas investment, sources say

By Thomson Reuters Sep 30, 2026 | 4:22 AM

By Wen-Yee Lee and Fanny Potkin

TAIPEI, Sept 30 (Reuters) – Taiwan’s TSMC, the world’s largest contract chipmaker, is evaluating ​a potential investment in Texas to ‌expand chip production in the US, two sources familiar with the matter said.

The potential investment would be in addition to the $265 billion TSMC ‌has ​already committed to Arizona, ⁠one of the ⁠sources said.

The plans have not been finalised, the sources said, speaking on condition of anonymity because they were not authorized ​to speak to the media.

Taiwanese media first reported the development this week, ⁠citing unnamed industry sources.

TSMC ⁠did not immediately respond to ​a Reuters request for comment.

The company unveiled ​in July a further $100 billion investment in ‌Arizona, expanding its previously pledged investment there to $265 billion to build 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.

Including current and planned projects, ⁠TSMC’s Arizona operations will comprise 12 ​fabrication ‌and advanced packaging facilities as ​well as ⁠an R&D centre.

Chief Financial Officer Wendell Huang told Reuters in July that the company would continue to invest in the United States.

(Reporting by Wen-Yee Lee, Editing by ​Louise Heavens)