NuAxiSemiconductor trade intelligence
RT NEWS: #TSMC reportedly eyes Sherman, Texas, for its second U.S. hub, as documents point to a potential US$45B fab project by an unnamed investor. J...
What happened
According to news reposted by TrendForce, TSMC is reportedly eyeing Sherman, Texas, as its second U.S. hub, with documents pointing to a potential US$45B fab project by an unnamed investor. The site is just 300 km from Samsung's fabs, and the report suggests the two could become Texas rivals. The project is currently only a reported potential plan (reportedly eyes, potential), with no confirmation of implementation or completion; the source does not state the cause.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
fab半导体制造产能
TSMCSherman Texasfab expansionUS$45Bplanned
Source and time
Source: TrendForce Official (Market Data) · 11/2/2026 · View original source
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