Taiwan chipmaker TSMC explores Texas investment to expand production in the US
The chipmaker said U.S. customers want more AI capacity as its annual capital spending rises to $60 billion to $64 billion.
- On Thursday, Taiwan Semiconductor Manufacturing Co. Chairman and CEO C.C. Wei announced the company is evaluating Texas for potential expansion and discussing collaboration with Elon Musk's Terafab project to meet surging U.S. customer demand.
- TSMC is already heavily invested in Arizona, where planned spending has reached $265 billion across six semiconductor plants and two advanced packaging facilities, prompting the company to diversify its U.S. manufacturing footprint.
- Addressing competition from Intel Corp's EMIB-T packaging technology, Wei highlighted TSMC's market position, noting the company produces 5.5-reticle size CoWoS chips with "excellent" yields that he claimed no competitor currently matches.
- Wei emphasized that any resulting Terafab facility must be operated by TSMC to ensure production control, though he noted arrangements with the project "had not been determined" at the discussion stage.
- Driven by surging artificial intelligence demand, TSMC expects its 2-nanometer capacity to more than double next year, while trial production for the A14 process is slated for 2027 to support future technological advancements.
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TSMC Eyes Texas Expansion As AI Chip Demand Surges
Taiwan Semiconductor Manufacturing Co. is evaluating Texas as artificial intelligence demand pushes advanced-chip production to new records. Taiwan Semiconductor Manufacturing Co. confirmed October 15 that it has sent teams to Texas to evaluate a possible expansion and is discussing a potential role in Elon Musk’s planned Terafab semiconductor complex. The disclosure came during TSMC’s third-quarter […]
Taiwan Is Planning $4 Billion Industrial Parks in Texas for Nvidia’s Suppliers
Jensen Huang admits Nvidia can only fill about 70% of current demand, and Taiwan's government just backed a multibillion-dollar bet that moving suppliers to Texas soil changes that equation for both Nvidia and TSMC.
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest manufacturer of custom chips, reported on Thursday that it is considering an additional expansion in the United States, with Texas as one of its options. It also reported that it continues with negotiations on its participation in the huge "Terafab" chip complex, planned by billionaire Elon Musk in that state. "We expand our analysis of locations beyond Arizona and Texas is an op…
Taipei, Oct 16 (EFE).- The Taiwanese giant of the TSMC semiconductors confirmed that he is studying to collaborate with the Terafab project of the U.S. magnate Elon Musk in Texas (USA), although he warned that any factory in which he participates should be under his management. TSMC president and CEO, C. C. Wei, explained during a [...] The TSMC entry confirms conversations to collaborate with the Elon Musk chip project in Texas was first publis…
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