TSMC's chief executive, C.C. Wei, said on the company's earnings call that it is looking at adding US manufacturing capacity outside Arizona, and that Texas is one option under review. He confirmed that teams have been sent to Texas to evaluate the site, though no final decision has been made.
Wei also acknowledged discussions with Elon Musk's Terafab about using that planned chipmaking facility. However, he stressed that TSMC would only participate if it operates the fab. This differs from Musk's earlier public stance, where he said Terafab would run the facility and TSMC might sub-lease part of the cleanroom.
A potential middle ground would have Terafab own the complex while leasing a portion to TSMC, which would then operate its own production lines independently. But the two sides have not reached an agreement, and the source notes that complications could arise if Terafab uses Intel's 14A process technology at the site.