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First Look At Texas Instruments’ $60 billion Megaproject For U.S.-Made Chips

S

soAsian

Well-known member
Texas Instruments is building a $60 billion U.S. manufacturing megaproject where Apple vows to make "critical foundation semiconductors" for iPhones and other devices. CNBC went to Sherman, Texas, for an exclusive first look inside the newest fab of seven TI's building in Utah and Texas to provide U.S.-made chips to customers like Nvidia and Ford. TI shares have suffered amid tariff concerns, and it's lost analog market share for several years, but top leaders are confident about the huge spend.

 
soAsian said:
Click to expand...


Mohammad Yunus, Senior VP, Technology and Manufacturing, TI (Texas Instruments):

We would have more than 5X of the capacity that we have today when all of these fabs build out.

Katie Tarasov, CNBC Reporter:

5X is a lot. Do you think the market is going to need all that?

Mohammad Yunus, TI:

Yes, when you think about the semiconductor content growth it continues to grow.
****

How much of that is driven by an IDM's confidence, and how much by real market demand?
 
hist78 said:
Mohammad Yunus, Senior VP, Technology and Manufacturing, TI (Texas Instruments):

We would have more than 5X of the capacity that we have today when all of these fabs build out.

Katie Tarasov, CNBC Reporter:

5X is a lot. Do you think the market is going to need all that?

Mohammad Yunus, TI:

Yes, when you think about the semiconductor content growth it continues to grow.
****

How much of that is driven by an IDM's confidence, and how much by real market demand?
Click to expand...

Hopefully TI is taking TSMC's strategy of building fabs for customers rather than building fabs in hopes of customers. Mabey the USG will take a stake in TI as well?
 
Daniel Nenni said:
Hopefully TI is taking TSMC's strategy of building fabs for customers rather than building fabs in hopes of customers. Mabey the USG will take a stake in TI as well?
Click to expand...

I hope the US government doesn’t become a shareholder in TI. If it does, that would be a clear sign that TI is in serious trouble.
 
Michael Domnitei said:
I am not sure if it is a good idea to put "all the eggs in one basket" because it is too risky (meaning building fabs to serve only one customer).
Click to expand...

This is especially true for advanced logic IDMs seeking external foundry customers. If their captive, internal customers fail to perform, the foundries will suffer significantly. Can they simply attract more external customers to offset the risk? So far, neither Samsung nor Intel has been able to do so successfully for a variety of reasons.

On the pure-play foundry side, their customers are more diversified. From 2024 TSMC Annual Report:

"In 2024, the Company manufactured 11,878 different products using 288 distinct technologies for 522 different customers."
 
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