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TSMC Watch posted an update

Terafab’s first expansion phase could cost about $16.8 billion, according to All-About-Industries, which says the proposed Texas project could bring several chipmaking stages under one roof.

Why it matters

The publication describes a plan covering logic chips, possibly memory, and production steps including masks, packaging and testing. That is a much broader ambition than simply adding a factory, though the report presents a projection, not a confirmed budget or agreed TSMC deal. The scale is the useful detail: building capacity is one thing, assembling the equipment, processes and expertise for an integrated chip operation is another.

Discuss: Is Terafab’s all-in-one approach a credible way to secure chip supply, or is partnering with established manufacturers the more realistic route?

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