TSMC is reportedly considering an additional chip manufacturing investment in Texas, on top of the $265 billion the company has already committed to its Arizona operations, according to TradingView.

The reported deliberations signal that the world's largest contract chipmaker may not be finished expanding its US footprint. The $265 billion figure TSMC has pledged for Arizona represents one of the largest single-site manufacturing investments in semiconductor history, and a Texas project would mark the company's second major US manufacturing hub.

Details of the potential Texas investment — including its scale, timeline, process technology, or target customers — remain undisclosed. The report does not specify whether TSMC has committed to the project or is still in early evaluation.

TSMC's Arizona push already includes multiple fabrication plants. The company has been ramping production at its first Phoenix fab and constructing additional facilities as part of its expanded commitment, which grew substantially from an initial $12 billion announcement in 2020 to the current $265 billion total.

A Texas site would give TSMC geographic redundancy in US advanced chipmaking, a consideration that has grown in importance as Washington tightens export controls on China and pushes to onshore leading-edge semiconductor capacity. Texas already hosts a significant semiconductor presence, most notably Samsung's fabrication operations in Austin and Taylor.

For TSMC customers — which include Apple, NVIDIA, AMD, and Qualcomm — additional US capacity would deepen the supply of made-in-America leading-edge chips at a time when demand for AI accelerators and advanced logic continues to strain global foundry capacity.

Any Texas investment would require approval from TSMC's board and likely depend on federal incentives, state-level subsidies, and customer commitments before proceeding.

Whether the reported Texas deliberations mature into a confirmed project will become clear in coming quarters, and the decision will shape how quickly leading-edge manufacturing capacity diversifies beyond Taiwan.