TSMC stock
On September 30, 2026, reports indicated that TSMC is evaluating a potential multibillion--dollar expansion into Texas to establish a second major manufacturing footprint in the United States. According to industry sources, the evaluated plan could encompass up to six advanced fabrication facilities, with Dallas cited as the most probable location. This initiative would be in addition to TSMC's existing $265 billion capital commitment in Arizona, addressing escalating U.S.--based manufacturing demand from major customers—including Apple, Nvidia, AMD, and Intel—amid ongoing trade policy scrutiny. While the evaluation remains preliminary and has not yet received formal board sign--off, a move into Texas would significantly broaden TSMC's North American operational base and long--term capacity flexibility.