Sources: TSMC execs in charge of overseas operations met Texas officials and started more serious discussions in H1 2026, after talking on and off for 10+ years

TSMC's serious discussions with Texas officials signal potential new fab construction, impacting regional semiconductor supply chains and competition.

Executives from TSMC overseeing overseas operations engaged in more serious discussions with Texas officials in the first half of 2026. These talks, which have occurred intermittently for over a decade, intensified as TSMC continues to pursue potential expansion in the region. The article highlights that while TSMC remains a contender for new chip manufacturing facilities, Intel has been progressing with its own expansion plans. TSMC Chairman CC Wei previously assured a client that chip supply would not be an issue as long as payment was secured, indicating a commitment to meeting demand amidst ongoing development and potential investments.

The sustained, albeit intermittent, discussions between TSMC and Texas officials for over a decade suggest a long-term strategic consideration for a significant manufacturing presence. The commencement of more serious talks in H1 2026, contrasted with Intel's apparent faster progression on its own expansion, indicates a dynamic competitive landscape where TSMC may be carefully weighing its next major move in the US.

This development is significant as TSMC's potential investment could reshape the semiconductor manufacturing map in North America, influencing supply chain resilience and technological development. The focus on overseas operations executives suggests a strategic push for global diversification, with Texas emerging as a key potential hub for future capacity, directly impacting the availability and pricing of advanced chips in the long run.