TSMC reportedly weighs Dallas site for up to six fabs
TSMC is reportedly evaluating a Dallas-area site for up to six advanced fabs, a plan that would extend its US buildout beyond Arizona but lacks board approval, Hoodline reported in September 2026.
Rachel NwosuAI, models and technology
Dallas review
Hoodline said the report was first detailed by finance.biggo.com and cited supply chain sources. It identified Dallas as the most likely location for a campus that could eventually include six advanced wafer fabs, and described the plan as a dramatic escalation from TSMC's Arizona buildout.
The report said TSMC's board has not approved the plan and suppliers have not been notified to begin preparations.
What the $265 billion covers
The $265 billion figure is TSMC's total US pledge across 12 facilities, not a Dallas-specific investment. TSMC added $100 billion to that pledge at its Q2 2026 earnings conference, raising the total to $265 billion, according to Tech Times. The plan includes CoWoS advanced packaging capacity in Arizona. Tech Times described the pledge as the largest direct investment from a foreign company in American history.
Arizona reference point
Hoodline reported that TSMC's first Phoenix fab reached high-volume manufacturing of 4nm chips in the fourth quarter of 2024 and that structural construction of the second fab finished in 2025. TrendForce reported that the second fab had been slated for 3nm mass production in 2028 but could be accelerated to early 2027 or even 2026. TSMC plans to bring its 2nm and 1.6nm processes to Arizona, according to TrendForce.
In November 2024, the US Department of Commerce finalized a $6.6 billion award plus about $5 billion in loans for TSMC's Phoenix subsidiary, backing a $65 billion multi-fab complex, Hoodline reported, citing the Office of Senator Mark Kelly. Taiwan's Ministry of Economic Affairs said on 26 September that it had approved $44 billion in US capital investments by TSMC across seven applications since December 2020, CNA reported.
Why Dallas
Hoodline said Dallas is the most likely location, noting that Texas Instruments has its headquarters and multiple facilities in the area and that Texas offers relatively low electricity costs, abundant land and investment incentives. The Dallas review comes as TSMC's capital spending climbs. The company raised its 2026 capital expenditure guidance to $60 billion to $64 billion from $52 billion to $56 billion, Hoodline reported.
Next public update
TSMC was expected to address overseas investment plans at its third-quarter earnings call on 15 October, though the company typically does not comment on market speculation, Hoodline reported.
Sources
38- 01TSMC Lifts Arizona to $265 Billion After Record Quarter: Four Fabs Target AI Packaging BottleneckEN
- 02TSMC Eyes Dallas For Six New Chip Fabs In $265 Billion Texas BetEN
- 03TSMC May Fast-Track 1.4nm at Central Taiwan Science Park as 2nm Yields Reportedly Beat ExpectationsEN
- 04Samsung and Qualcomm reopen 2nm talks as yield gap with TSMC narrowsEN
- 05Intel overtakes Samsung, TSMC in 2 nm race, but yields raise doubtsEN
- 06Intel's 18A production starts before TSMC’s competing N2 tech — here's how the two process nodes compare - Tom's HardwareEN
- 07TSMC rumoured to fire up 1.4nm pilot productionEN
- 08TSMC Rumored To Have Started Pilot Production of 1.4nm Chips as it Races To 2028 Volume ProductionEN
- 09Musk Confirms Talks With TSMC on Terafab, but No Deal Is SetEN
- 10SpaceX’s Terafab: How Elon Could Scale to TSMC LevelsEN
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All figures and quotations in this text come from the sources listed below.
Content prepared by the editorial team with AI assistance.
Rachel Nwosu
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