TSMC evaluating multi-billion dollar Texas fab campus amid surging US demand from Nvidia, Apple
Beth_Kindig · x · 2026-10-03
TSMC is reportedly evaluating a multi-billion dollar fab campus in Texas, building on its $265 billion Arizona expansion. The move comes as Nvidia, Intel, AMD, and Apple are said to be increasingly requesting US-based capacity. If confirmed, it would further accelerate the shift of advanced chipmaking to American soil.
More from Infra
- Debate: Nvidia's Moat Is Its Software Stack, Not Just Hardware Lock-In — QuintinPope5 · 2026-10-03
- Cerebras CEO Explains Why Wafer-Scale SRAM Beats GPU HBM by 2500x in LLM Inference — rohanpaul_ai · 2026-10-03
- Cerebras CEO Flexes His Own 42MW 13.8kV Power Generator for AI Compute — dunkhippo33 · 2026-10-03
- Is Nvidia's CUDA Moat Crumbling? DeepSeek Made Ascend Viable, Argue Researchers — QuintinPope5 · 2026-10-03
- Prime Intellect unveils Prime Inference stack after serving trillions of tokens for RL — xeophon · 2026-10-03
- Sam Altman confirms deep OpenAI-Cerebras partnership pushing inference speed frontiers — sama · 2026-10-03