In a report published October 15, 2026, the Associated Press said Taiwan Semiconductor Manufacturing Co. (TSMC) had sent teams to Texas to evaluate a possible expansion of its U.S. chip-production capacity. CEO C.C. Wei said the plan remained under deliberation, according to the Associated Press report published by the Boston Herald.
Why TSMC is assessing Texas
Texas was one of the options TSMC was considering for adding capacity outside Arizona. The company said it was responding to requests from most of its large U.S. customers for more capacity, while Wei said demand exceeded TSMC’s ability to supply.
Terafab’s proposed operating roles differ
The Associated Press reported that Elon Musk confirmed discussions with TSMC earlier in October. TSMC’s stated condition was that it operate any Texas plant in which it participates. Musk’s reported position was that his project would build and run the fab, with TSMC potentially subleasing part of it.
For background, NeoTeo previously covered TSMC’s Terafab talks.
Dallas and six fabs were an earlier rumor
A September 30 item from New Electronics described industry speculation about a project of up to six fabs in the Dallas area. The October 15 Associated Press account described TSMC’s Texas activity as an evaluation. New Electronics’ report attributed the location and scale to speculation.
What TSMC might make for Terafab
As of October 15, 2026, TSMC’s possible Terafab role had no publicly specified product mix, memory-chip plan, or process node, according to Chip Dispatch’s account of the talks.
