TSMC, the Taiwanese company that manufactures the most advanced computer chips in the world, says it is exploring investments in Texas to expand U.S. production. The news came alongside a record quarterly net profit of $24 billion, up 69% from a year ago, driven almost entirely by demand for AI hardware. CEO C.C. Wei confirmed the company sent teams to Texas for site evaluation and said talks are underway about joining Elon Musk’s planned Terafab complex, with one firm condition: any Texas plant would be run by TSMC. Musk has said he intends to build and operate the fab, with TSMC potentially subleasing space inside it.

The bigger picture stretches well beyond one building. TSMC already committed $265 billion to plants in Arizona and has set a 2026 capital budget of up to $64 billion. The company also cautioned that rising component prices and broader economic uncertainty could weigh on business heading into 2027. Still, TSMC supplies Nvidia and Apple, and its expansion choices shape where the country’s tech supply chain actually lives.

For North Texas, that makes this a growth story with real stakes. This region is already one of the fastest-growing corridors in the country, and a semiconductor campus anywhere nearby would bring suppliers, payroll, housing demand, and traffic along with it. Nothing is decided yet, and TSMC hasn’t named a site or a timeline.

Would you support a chip manufacturing campus in our area, or would you rather see this kind of development land farther out? Tell us in the comments.