Texas Instruments to Invest $60bn in US Semiconductors
Texas Instruments (TI) has announced a record-breaking $60bn investment in seven US-based semiconductor fabrication plants across three manufacturing mega-sites in Texas and Utah.
The plan marks the largest investment in foundational semiconductor manufacturing in US history, strengthening critical domestic supply chains and enabling innovation across industries – from consumer electronics and automotive to healthcare, artificial intelligence and aerospace.
With this expansion, TI will support over 60,000 US jobs, bolstering the country’s ability to meet soaring 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 US site is in Sherman, Texas, with a planned investment of up to $40bn across four fabs:
- SM1, which begins initial production this year, just three years after its groundbreaking.
- SM2, with the construction of the exterior shell now complete.
- SM3 and SM4 will support future production demand and capacity scaling.
TI continues ramping production at RFAB2, its second fab in Richardson, Texas. This follows the company’s milestone of launching the world’s first 300mm analogue wafer fab, RFAB1, in 2011 – an industry breakthrough that set the tone for large-scale 300mm analogue production.
TI is also ramping LFAB1, the company’s first 300mm fab in Lehi, Utah. Construction is well underway on LFAB2, which will be connected to LFAB1 as part of an integrated manufacturing campus, enhancing fab efficiency, yield and long-term supply continuity.
- TI’s long-standing manufacturing discipline and nearly 100-year history position it uniquely to lead this expansion. The company’s analog and embedded chips are foundational to nearly every modern electronic system – from mobile devices and EVs to MRI machines and satellite communications. This investment represents a significant reshoring of critical semiconductor infrastructure.
- By producing hundreds of millions of US-made chips daily, TI’s seven fabs across Texas and Utah will serve as the bedrock of a revitalised US industrial base, accelerating breakthroughs and job creation across sectors.
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