TSMC eyes a multibillion-dollar Texas campus for more AI chips
TSMC is weighing a new Texas campus of multiple fabs, each costing at least $20B, contingent on Congress extending a 35% manufacturing tax credit. Its only European plant, the Dresden joint venture, totals above EUR 10B and will run 28nm to 12nm nodes rather than anything used for AI.
TSMC is eyeing a Texas campus worth tens of billions, to build more AI chips. Each fab on it would cost at least $20B. Its entire European project is budgeted above EUR 10B.
The company is looking at more overseas capacity, according to people familiar with its plans, as Bloomberg reported. Plans are early, and TSMC said it has no comment on market rumours.
It has committed $265B in Arizona, building ten fabs, two packaging plants and a research centre. North America brought in more than 75% of its wafer revenue this year.
The decision depends on Congress. A 35%...
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