TSMC rumored to be considering second US site with 6 fabs in Texas

2026-09-29

Could TSMC be preparing to expand to Texas? As it builds new facilities in Taiwan, Japan, Germany and the US, market rumors have emerged about an extra project in the US. The rumors claim that TSMC is considering a second manufacturing site with up to six fabs in Texas. Analysts say the plan seems unlikely, as a Texas expansion may be looking too far ahead. TSMC has yet to comment on the report.

TSMC’s production facility in the US state of Arizona continues to grow as steel beams can now be spotted at the site of Fab 3. Market rumors say TSMC has even bigger ambitions, to build a six-fab hub in Texas.

Nobunaga Chai
Cloud Express
Even though TSMC is making a lot of money, it’s not enough to support projects in both Arizona and Texas. The US facilities are still a very long way from completion. And in Taiwan, there’s the 1.4nm fab in Taichung and the 2nm fab in Kaohsiung.

An analyst says the great expansion is unlikely, as TSMC is spending a lot of money to ramp up production in Taiwan and to build facilities in Arizona, where costs are higher.

C.C. Wei (July 17)
TSMC CEO
We would like to announce an additional US$100 billion investment in Arizona.

TSMC initially committed US$65 billion to Arizona. Then, in 2025, the project expanded with plans to add three more fabs, two advanced packaging facilities and an R&D center. The project grew again with an investment of US$100 billion to build four more fabs and advanced packaging facilities. This totals to an investment of US$265 billion.

Nobunaga Chai
Cloud Express
The capacity should be enough to meet demand already. If you then add a site in Texas, that would go overboard. I don’t think there’s a high chance of any of that happening between 2030 and 2035. With Samsung’s Taylor facility and Intel’s capacity expansion, there isn’t really a need for more.

As of press time, TSMC had not responded to the reports. An analyst says that among the many factors to consider for an expansion at this scale would be that TSMC needs need firm commitments from clients before taking action.

#tsmc #tech #chips #semiconductor #tech

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傳台積電評估美國德州建廠專家評估:可能性低

2026-09-29

台積電在不管是在國內，還是在美、日、德都在大舉建廠，但最近市場傳出，公司可能評估，在美國德州設第二廠區的可能性，還要蓋6座廠。台積電尚未回應傳聞，但專家評估，亞利桑那州已投資2650億美元，從資金和現有產能規劃上來看，似乎看得太遠，消息可靠性較低。

台積電美國亞利桑那廠幅員遼闊，三廠已經上樑，但沒想到出現市場傳聞，台積電可能評估，在美國德州蓋第二廠區6座廠的計畫。

[[雲報政經產業研究院副社長柴煥欣]]
“(台積電)雖然能夠賺很多的錢，但是還不足以去支應德州跟亞利桑那州，兩邊的同時開戰，(美國廠)進度離完成還有非常非常遙遠的一段距離，(台灣部分)目前在台中的話，有1.4奈米的廠，在高雄還有2奈米廠”

專家分析，現階段機率低，因為光是在台灣擴產，還有成本更高的亞利桑那州，就已經花了大筆的錢。

[[台積電董事長魏哲家(7.17)]]
“我們宣布在亞利桑那加碼投資1000億美元”

從一開始650億美元，2025年再加3座晶圓廠、2座先進封裝設施和1座研發團隊中心，還有最新加碼的1000億，再蓋4座晶圓廠和先進封裝，台積電對美總投資金額已來到2650億美元。

[[雲報政經產業研究院副社長柴煥欣]]
“(產能)應該是已經足以支應，你再加上德州廠的話，我認為實在是看得太遠了一點，2030到2035年之間的話，我認為這個機率實際上並不會非常高，三星的泰勒廠，然後還有Intel，也是在同步擴充產能，再加在一起的時候，是不是真的有必要”

截至截稿前，台積電尚未回應相關傳聞，但專家指出，評估面向很多，台積電勢必也要得到訂單承諾，才會進行布局。

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