September 30, 2026 / SemiMedia / — TSMC is reportedly evaluating a second major semiconductor manufacturing hub in the United States beyond its existing Arizona expansion, with Dallas and the broader North Texas region emerging as potential locations. Industry reports suggest the long-term project could include as many as six advanced wafer fabs.

The plan remains at an early evaluation stage. TSMC has not formally announced a Texas project, while suppliers familiar with the discussions reportedly have not yet received instructions to begin equipment, facility or construction preparations. Final site selection, investment size and construction schedules therefore remain uncertain.

TSMC has already expanded its planned investment in Arizona to $265 billion, building a large U.S. manufacturing cluster that combines advanced logic production with packaging and research capabilities. The expansion is being driven largely by sustained demand from AI and high-performance computing customers seeking additional advanced manufacturing capacity in the United States.

If a second U.S. campus moves forward, the eventual investment could again reach hundreds of billions of dollars. Industry estimates suggest the project could exceed the scale of the Arizona program because future facilities would likely adopt more advanced process technologies and require extensive supporting infrastructure. TSMC has not provided an official investment estimate for a Texas site.

Texas already has a substantial semiconductor manufacturing ecosystem. The Dallas–Fort Worth and surrounding North Texas region includes wafer manufacturing, semiconductor materials, equipment and engineering suppliers, while Texas Instruments continues to expand its 300mm manufacturing footprint in the area. The broader state also supports a growing network of advanced electronics, AI infrastructure and communications companies.

A second U.S. manufacturing cluster could also give TSMC additional flexibility as its Arizona operations expand. Advanced fabs require large pools of engineering and construction talent as well as substantial power, water and supplier infrastructure, making geographic diversification increasingly important as production capacity grows.

AI and HPC remain the main drivers behind TSMC's advanced capacity expansion. Demand from customers including NVIDIA, AMD, Apple and other major chip developers continues to increase, and TSMC has repeatedly described AI demand as a multi-year structural growth trend.

For now, the reported Texas project should be viewed as an early-stage supply-chain development rather than a confirmed investment. Whether TSMC ultimately selects the Dallas area, builds six fabs or commits more capital than its Arizona program will depend on a formal company decision.