RT NEWS: #TSMC is reportedly planning US$45B for 2 advanced fabs in Texas, targeting mass production by end-2029; #Samsung's Taylor fab is reported at...

What happened

TSMC is reportedly planning to invest US$45B in 2 advanced fabs in Texas, targeting mass production by end-2029; this is a reported plan, not a confirmed completed build. Separately, Samsung's Taylor fab is reported at ~US$37B, with 2nm full production set for 2027 and a US$16.5B Tesla contract. The source does not state the cause.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 11/5/2026 · View original source