Behind Texas Instruments' US$60bn Semiconductor Investment

Technology giant Texas Instruments (TI) has made a monumental commitment with aUS$60bn investment in the development of seven semiconductor fabrication plants across major manufacturing hubs in Texas and Utah.

This is the largest investment in semiconductor manufacturing in US history.

It aims to fortify domestic supply chains and foster innovation across a wide range of sectors, including consumer electronics, automotive, healthcare, AI and aerospace.

The expansion by TI is poised to support more than 60,000 US jobs, significantly boosting the country's capacity to meet rising semiconductor demand.

Building the future of US semiconductor capacity

“TI is building dependable, low-cost 300mm capacity at scale to deliver the analog and embedded processing chips that are vital for nearly every type of electronic system,” says Haviv Ilan, President and CEO of Texas Instruments.

“Leading US companies such as Apple, Ford, Medtronic, NVIDIA and SpaceX rely on TI’s world-class technology and manufacturing expertise, and we are honoured to work alongside them and the US government to unleash what’s next in American innovation.”

Howard Lutnick, US Secretary of Commerce, underscores the Trump administration’s commitment to restoring domestic chip production: “For nearly a century, Texas Instruments has been a bedrock American company driving innovation in technology and manufacturing.

"President Trump has made it a priority to increase semiconductor manufacturing in America – including these foundational semiconductors that go into the electronics that people use every day. Our partnership with TI will support US chip manufacturing for decades to come.”

Partnerships driving innovation across sectors

Apple: Enabling next-gen devices

“Texas Instruments' American-made chips help bring Apple products to life, and together, we’ll continue to create opportunity, drive innovation and invest in the future of advanced manufacturing across the US,” says Tim Cook, CEO of Apple.

Ford: Securing the automotive supply chain

“At Ford, 80% of the vehicles we sell in the US are assembled in the US, and we are proud to stand with technology leaders like TI that continue to invest in manufacturing in the US,” says Jim Farley, President and CEO of Ford Motor Company.

Medtronic: Powering precision in healthcare

“At Medtronic, our life-saving medical technologies rely on semiconductors to deliver precision, performance, and innovation at scale,” said Geoff Martha, Chairman and CEO of Medtronic.

“Texas Instruments has been a vital partner – especially during the global chip shortages – helping us maintain supply continuity and accelerate the development of breakthrough therapies. We’re proud to leverage TI’s US-manufactured semiconductors as we work to transform healthcare and improve outcomes for patients around the world.”

Nvidia: Building AI factories in America

“Nvidia and TI share the goal to revitalise US manufacturing by building more of the infrastructure for AI factories here in the US,” says Jensen Huang, founder and CEO of NVIDIA.

“We look forward to continuing our collaboration with TI by developing products for advanced AI infrastructure.”

SpaceX: Satellites powered by US silicon

“Our fundamental mission is to revolutionise global connectivity and eliminate the digital divide. Core to this mission is constantly pushing the boundaries of what is possible,” says Gwynne Shotwell, president and COO of SpaceX.

“SpaceX is manufacturing tens of thousands of Starlink kits a day – all right here in the US – and we are making huge investments in PCB manufacturing and silicon packaging to expand even further. TI’s US-made semiconductors are crucial for securing a US supply chain for our products, and their advanced silicon manufacturing capabilities provide the performance and reliability needed to help us meet the growing demand for high-speed internet all around the world.”

Manufacturing mega-sites: Sherman, Richardson and Lehi

TI’s largest and flagship site in Sherman, Texas, involves an investment of up to US$40bn across four fabs:

• SM1, which is set to initiate production this year, three years post-groundbreaking.
• SM2, which has completed its exterior construction.
• SM3 and SM4 will focus on future production demand and scaling capacity.

TI continues the production phase at RFAB2, its second fab in Richardson, Texas.

This props the company's milestone of launching the world’s first 300mm analogue wafer fab, RFAB1, in 2011, setting a new industry benchmark for large-scale 300mm analogue production.

Meanwhile, TI is advancing LFAB1 in Lehi, Utah. Construction is actively underway on LFAB2 within an integrated manufacturing campus, enhancing manufacturing efficiency, yield and long-term supply continuity.

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