TSM

https://www.bloomberg.com/news/articles/2026-10-01/tsmc-mulls-multibillion-dollar-texas-campus-for-more-ai-chips

Investing.com-- Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) is evaluating a potential investment in Texas to expand chip production in the U.S., Reuters reported on Wednesday, citing two people familiar with the matter.

Intel's balance sheet hasn't improved, while TSMC maintains impressive margins. Read why I upgraded INTC stock to Hold and initiated a Buy for TSM stock.

Wells Fargo says more details are still coming. Until then, it sees an opening for a corner of the chip market that rarely gets the spotlight.

The world's largest contract chipmaker is evaluating a potential Texas expansion on top of its enormous manufacturing commitment in Arizona.

TSMC increased its Arizona commitment by $100 billion in July, bringing the total from $165 billion to $265 billion.

Taiwan Semiconductor Manufacturing already plans to invest big in the U. S.—$265 billion. Taiwan Semiconductor is considering whether to build a second American manufacturing hub in Texas, according to Reuters and Taiwanese media, which…

Taiwan Semiconductor commands 42% of Foundry 2.0 market while competitors Samsung and Intel expand capacity for alternatives.

More capacity may unlock another wave of equipment spending.

JPMorgan favors semiconductors, but TSMC must turn sustained spending into profitable leading-edge and packaging utilization.