ChainCatcher 消息，经济日报援引半导体设备业界消息称，台积电拟扩大美国制造布局，继亚利桑那州之后启动美国第二园区建厂计划，再盖六座先进晶圆厂，落脚德州达拉斯的呼声较高。报道称，若启动第二园区，总投资金额估将超越亚利桑那州的 2650 亿美元，并串起亚利桑那晶圆制造与德州先进生态系。至 9 月 28 日，记者未取得台积电回应；供应链业者称业主尚未通知预做准备，董事会也尚未拍板。
台积电位于美国亚利桑那州凤凰城的晶圆厂区目前总投资额已拉高至 2650 亿美元，规划包含六座晶圆厂、两座先进封装厂及一个研发中心。报道称，台积电加码海外布局的考量包括贴近客户、分散地缘政治风险，以及克服台湾土地与水电等资源限制。美国客户占台积电营收比重在 2026 年上半年约 75.64%。
业界盛传，台积电响应辉达、英特尔、超微、苹果等客户对美国在地生产的需求，并面临美国政府扬言芯片制造商须迁回美国、否则将被课高达 200% 关税的压力。达拉斯及北德州有“硅草原”之称，当地已有德州仪器、 Coherent 、三星与特斯拉设厂。报道称，亚利桑那厂区仍面临缺水、缺电、缺工等挑战，德州则具备人才、较低税负及稳定电力，供应链业者认为选址评估已进入尾声。
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