TrendForce(@trendforce):#TSMC has reportedly been considering building fabs in Texas and participating in #Tesla’s #Terafab project. However, #TrendForce expects TSMC to remain focused on expanding its manufacturing footprint in Arizona, where it plans to build a total of 12 fabs, given the importance of an established supply chain ecosystem. Meanwhile, its collaboration with Tesla is expected to remain limited to foundry production of AI5 and AI6 chips.

TrendForce

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TrendForce@trendforce

2026.10.08 06:47

#TSMC# has reportedly been considering building fabs in Texas and participating in #Tesla’s# #Terafab# project. However, #TrendForce# expects TSMC to remain focused on expanding its manufacturing footprint in Arizona, where it plans to build a total of 12 fabs, given the importance of an established supply chain ecosystem. Meanwhile, its collaboration with Tesla is expected to remain limited to foundry production of AI5 and AI6 chips.