Sherman, Texas is emerging as a possible site for TSMC's next U.S. fab campus, according to the Dallas Business Journal.
Texas documents describe an unnamed chipmaker's proposed $45B investment in two fabs. A larger TSMC campus could eventually reach $120B, but neither the company nor the site is confirmed.
The real constraint comes before wafer production: water, power, permits and skilled construction crews.
A $45B proposal isn't $45B of committed capex. And committed capex isn't operating capacity.
$TSM.US
Texas documents describe an unnamed chipmaker's proposed $45B investment in two fabs. A larger TSMC campus could eventually reach $120B, but neither the company nor the site is confirmed.
The real constraint comes before wafer production: water, power, permits and skilled construction crews.
A $45B proposal isn't $45B of committed capex. And committed capex isn't operating capacity.
$TSM.US