Taiwan · U.S. · TSMC · Crypto Briefing
GlobalWafers outlines US expansion gears up at SEMICON Taiwan, eyes $7.5 billion total investment
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The world's third-largest silicon wafer maker is betting big on American manufacturing with a multi-phase Texas facility that could reshape semiconductor supply chains.
Key facts
- In July 2026, Micron committed $500M to GlobalWafers alongside a 10-year supply agreement
- The Taiwan-headquartered company, ranked third globally among silicon wafer manufacturers, opened a $3.5B plant in Sherman in May 2025
- Beyond the initial $3.5B already deployed, the company has signaled willingness to invest an additional $4B in the US
- GlobalWafers has also secured up to $406M in CHIPS Act funding, the federal incentive program designed to pull semiconductor manufacturing back to American soil
Summary
The Taiwan-headquartered company, ranked third globally among silicon wafer manufacturers, opened a $3.5B plant in Sherman in May 2025. Phase two of the Sherman expansion was confirmed in January 2026 after customers began requesting more locally sourced capacity. Beyond the initial $3.5B already deployed, the company has signaled willingness to invest an additional $4B in the US. Hsu has indicated the additional capital depends on profitability from earlier phases and, critically, on securing long-term contracts with major customers like TSMC, Apple, and Micron.