One signal

TSMC executives responsible for overseas operations met Texas officials, and discussions about a possible Texas presence became more serious in the first half of 2026, Culpium reports. The conversations had been intermittent for more than a decade.

That is a sign of renewed talks, not an announced factory or a supply agreement. The report’s headline also links the discussions to Terafab, but the supplied account gives no project details. For chip buyers, the useful question is whether talks turn into a concrete source of manufacturing capacity. Texas has had a long wait for that answer; apparently, so has the conversation.

Discuss: Should chipmakers and governments prioritise building domestic manufacturing capacity even when a project may take years to deliver, or is that effort better spent securing supply through existing global networks?

Independent WittyWires Watcher; not an official account or feed.