Apple manufacturing partner TSMC is reportedly considering a major U.S. expansion beyond Arizona, according to the Economic Daily News.
Sources told the publication that the chipmaker is planning a second manufacturing hub that could include as many as six advanced wafer fabs, with Dallas, Texas, emerging as a potential location. As the new fabs would likely adopt more advanced nodes, total investment could exceed the US$265 billion committed to its Arizona complex.
Rumors that the chipmaker could build a new fab in Texas have recently circulated within the semiconductor industry, according to the Economic Daily News. The report adds that TSMC is responding to demand from major customers including NVIDIA, Intel, AMD, and Apple for more U.S.-based production.
In February, AZCentral announced that Apple will buy more than 100 million chips from TSMC Arizona this year, upping its consumption from 2025 as the electronics maker grows its U.S. footprint, reports. The company announced its plans to increase its purchases from TSMC Arizona on Feb. 24, at the same time it announced it would double the size of its Houston manufacturing facility, producing the Mac mini desktop computer in the United States for the first time, the article adds.
TSMC benefits from funding it got form the CHIPS Act signed in 2022 (which, ironically, President Trump now opposes). The legislation provides $10 billion to invest in regional technology hubs across the country and a 25% investment tax credit for expenses for manufacturing of semiconductors and related equipment. It also authorizes roughly $100 billion in spending over five years on scientific research, including more than $80 billion for the National Science Foundation.
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