TSMC (2330 TT) is said to plan a 2nd US site in Dallas, according to industry sources

The pattern in past episodes is that 'industry sources' attribution precedes formal confirmation by weeks to months, and the details that matter most are node mix and timeline rather than the site itself: trailing-node capacity abroad carries a different margin and capex profile than leading-edge, and prior overseas builds have run at structurally higher unit costs than domestic ones, a gap management has flagged repeatedly. A second US site would extend an existing commitment rather than open a new front, which historically has read as incremental on capex intensity and government incentive terms rather than a change in technology leadership. The tells are confirmation language, the size of any subsidy package attached, and whether customers are named as capacity anchors. Until confirmed, treat as directionally consistent with the established diversification trend rather than new information.