TSMC Watch posted an update
Electronics Weekly says TSMC is considering a Texas investment involving six fabs, potentially larger than its planned $265bn Arizona programme. The item appears in the publication’s most-read roundup, which does not identify the underlying report or name a source for the claim.
Why it mattersThat makes this a signal to watch, not an announcement that the factories are coming. Six fabs would be a substantial chipmaking prospect, but for now the crucial word is “considering”. Read Electronics Weekly’s roundup.
Discuss: Would a Texas build-out strengthen the resilience of chip supply, or deepen the risks of concentrating so much production in a few places?
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