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Why Texas Instruments Is Betting $60 Billion On Making Cheap Chips In The U.S. [15:41]
YouTube ^
| August 22, 2025
| CNBC
Posted on 08/25/2025 8:47:19 PM PDT by SunkenCiv
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. Why Texas Instruments Is Betting $60 Billion On Making Cheap Chips In The U.S. | 15:41
CNBC | 4.01M subscribers | 384,298 views | August 22, 2025

(Excerpt) Read more at youtube.com ...
TOPICS: US: Texas; US: Utah
KEYWORDS: aapl; amat; apple; appliedmaterials; asml; canon; cnbc; computers; embeddedsystems; ford; industry; intc; integratedcircuits; intel; iphone; microntechnology; nvda; nvidia; samsung; sherman; technology; tesla; texas; texasinstruments; tsmc; utah; youtube
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Chapters:
0:00 Introduction
2:36 Integrated circuits to 300mm
7:13 Chip shortage and tariffs
10:03 Doubling down on Texas
12:20 Water, power and workers
1
posted on
08/25/2025 8:47:19 PM PDT
by
SunkenCiv
To: AdmSmith; AnonymousConservative; Arthur Wildfire! March; Berosus; Bockscar; BraveMan; cardinal4; ...
[snip] Produced and Shot by: Katie Tarasov
Edited by: Mike Heffron
Additional Camera: Graham Merwin
Senior Director of Video: Jeniece Pettitt
Animation: Jason Reginato, Emily Park
Additional Footage: Texas Instruments, Getty Images, Apple, KTEN, Samsung, TSMC [/snip]
2
posted on
08/25/2025 8:48:15 PM PDT
by
SunkenCiv
(NeverTrumpin' -- it's not just for DNC shills anymore -- oh, wait, yeah it is.)
To: SunkenCiv
TI was there at the beginning. They should have learned something after all these years.
3
posted on
08/25/2025 8:52:57 PM PDT
by
Governor Dinwiddie
( O give thanks unto the Lord, for He is gracious, and his mercy endures forever. — Psalm 106)
To: SunkenCiv
“Although Canon has not made the price of the machines public, when the company first unveiled the technology, CEO Fujio Mitarai said the price would be ‘one digit less than ASML’s EUVs.’ The latest version of Netherlands-based AMSL’s High Numerical Aperture NA Extreme Ultraviolet (High NA EUV) machines currently retail for approximately $370 million.”
“The company has said its machine is capable of producing parts down to a 5nm node, and could eventually produce 2nm nodes once the technology has been refined even further.”
https://www.datacenterdynamics.com/en/news/canon-ships-its-first-nanoprint-lithography-machine-rivals-asml/
To: SunkenCiv
TI doesn’t have the process technology or EUV experience.
Money isn’t everything.
5
posted on
08/25/2025 9:00:59 PM PDT
by
Zathras
To: Zathras
There’s gonna be a high expense getting all this infrastructure built and staffed. Hopefully they know this.
6
posted on
08/25/2025 9:25:57 PM PDT
by
Bayard
To: Zathras
There’s gonna be a high expense getting all this infrastructure built and staffed. Hopefully they know this.
7
posted on
08/25/2025 9:26:02 PM PDT
by
Bayard
To: Zathras
Texas Insyruments has a storied past and not a good one
Cypress semiconductor went after them.
8
posted on
08/25/2025 9:47:00 PM PDT
by
Fungi
The rest of the TSMC keyword, sorted:
- TSMC Faces U.S. Lawsuit Alleging Discrimination, Unsafe Work Environment at Arizona Plant [07/17/2025]
- Taiwan Semiconductor to announce $100 billion investment in U.S. chip manufacturing plants [03/03/2025]
- Trump to Announce Another Major Investment in American Manufacturing [03/03/2025]
- Exclusive: Nvidia and Broadcom testing chips on Intel manufacturing process, sources say [18A] [03/03/2025]
- Intel Engineer Joseph Bonetti Defends Company Against TSMC Talks And Then Removes Post [02/21/2025]
- Intel Stock Jumps Following Fresh Reports of Possible Broadcom, TSMC Deals [02/19/2025]
- Broadcom and TSMC Consider Splitting Intel's Design and Manufacturing Capabilities Between Them [02/18/2025]
- Broadcom, TSMC Eye Deals for Parts of Intel, Report Says [02/16/2025]
- Intel's Former CEO Says the Market Is Getting DeepSeek Wrong After AI Chip Stock Rout [01/27/2025]
- TSMC says first advanced U.S. chip plant 'dang near back' on schedule. Here's an inside look at the Arizona fab [01/04/2025]
- Turn Trash into Treasure: Breakthrough Method Retrieves 99.9% of Gold from Electronic Waste [01/03/2025]
- TSMC's Arizona Factory Produces Better Yield Than Semiconductor Plants in Taiwan [10/25/2024]
- TSMC Is Struggling To Attract The Top 1 Percent Talent For Its Arizona Fab As Its Wage Offers Presumably Lack The Oomph Factor [08/13/2024]
- Trump says Taiwan should pay the U.S. for defense; shares of chip giant TSMC fall [07/17/2024]
- Donald Trump Suggests He Would Not Defend Taiwan from China [07/17/2024]
- Nvidia announces new AI chips months after latest launch as market competition heats up [06/02/2024]
- Top Chipmakers Have 'Kill Switch' if China Invades Taiwan [05/24/2024]
- Upcoming Nvidia Blackwell GPU will consume 1kW of power [04/30/2024]
- Tech company headed by former CEO of bankrupt Solyndra to receive $6.6 billion from Biden admin [04/09/2024]
- U.S. Government Awards GlobalFoundries $1.5 Billion From CHIPS Act; Big Intel Subsidies Soon? [02/20/2024]
- Rumors swirl that TSMC chairman Mark Liu was forced to retire over Arizona fab debacle [12/24/2023]
- Experts: U.S. Military Chip Supply Is Dangerously Low [09/17/2023]
- 'They would not listen to us': Inside Arizona's troubled $53bn chip plant [08/28/2023]
- Chipmaker TSMC needs to hire 4,500 Americans at its new Arizona plants. Its 'brutal' corporate culture is getting in the way [06/03/2023]
- Intel's $2.8B Q1 loss and 36 percent revenue slide were slightly less horrible than expected [04/28/2023]
- TSMC seeking up to $15 billion from federal government for Arizona chip plants [04/23/2023]
- Did Little-Known Dutch Firm Trigger Monster Warren Buffett Buy? [12/07/2022]
- TSMC Cuts Down Orders By Up to 50%, Sending Shockwaves Says Report [11/10/2022]
- World's Top Chipmaker TSMC plans Arizona factory expansion [11/09/2022]
- US godfather makes a chip offer you can't understand [11/05/2022]
- A serving of chips: How Intel plans to take on TSMC and Samsung [11/03/2022]
- Samsung, TSMC in US patent infringement investigation [10/18/2022]
- Taiwan Security Bureau: No Need to Destroy TSMC's Fabs If China Invades [10/13/2022]
- China on course to elude US chip-making equipment bans [10/03/2022]
- Memory Market Collapse to Propel TSMC to Top Spot in 3Q22 IC Ranking [09/12/2022]
- China's Global Times: Nice semiconductor business you got there TSMC it would be a real shame if something happened to it [08/31/2022]
- China needs Taiwan's chipmaker TSMC more than TSMC needs China [08/17/2022]
- Taiwan test case for investing in China chipmaking [07/21/2022]
- STMicroelectronics, GlobalFoundries to Build 300-mm Fab in Crolles [07/14/2022]
- World's largest chipmaker TSMC posts record profit allaying fears over semiconductor headwinds [07/14/2022]
- The Semiconductor Problem The military relies on advanced semiconductors. The U.S. doesn't make any. [07/14/2022]
- How China could leapfrog US chip-making bans [07/14/2022]
- Onshoring Semiconductor (Chips) Capacity Is Crucial To National Security [06/06/2022]
- 'Everything is gone': Russian business hit hard by tech sanctions [06/05/2022]
- TSMC And Intel Are In A Mad Dash To Hire Semiconductor Technicians For Their New Plants In Arizona [05/28/2022]
- TSMC says demand for smartphones, PCs starting to slow [03/30/2022]
- Creating sub-1-nm gate lengths for MoS2 transistors [03/14/2022]
- A Single Company in Taiwan Makes 92% of the World's Most Sophisticated Chips: Taiwan Semiconductor's dominance is a single point of failures for phones, cars, and nearly all sophisticated chips in the global economy. [02/24/2022]
- Taiwan should adopt a "broken nest" policy and destroy TSMC in wake of any Chinese invasion, suggests US military paper-(Destroy Semi Cond. Factories) [01/06/2022]
- Samsung Reportedly Picks This Tiny Town In Texas For A Massive $17 Billion Chip-Making Factory [11/23/2021]
- Apple sales miss expectations, Tim Cook says supply issues cost company $6 billion [10/29/2021]
- TECH Inside TSMC, the Taiwanese chipmaking giant that's building a new plant in Phoenix [10/16/2021]
- Intel breaks ground on $20 bln Arizona plants as U.S. chip factory race heats up [09/28/2021]
- The Great Computer Chip Shortage Of 2021 Is Just Heating Up [09/06/2021]
- Apple's iPhone 13 will support satellite connectivity, says Ming-Chi Kuo [08/30/2021]
- Please, no Moore: 'Law' that defined how chips have been made for decades has run itself into a cul-de-sac [08/06/2021]
- Intel to build Qualcomm chips, aims to catch foundry rivals by 2025 [07/27/2021]
- Why Intel x86 will DIE sooner than you think! (RIP 1978-2022) [07/03/2021]
- Microsoft Is Rethinking Windows 11 Minimum Requirement For These Popular AMD And Intel CPUs [06/30/2021]
- Meet The One Chipmaker The Entire World Is Now Depending On [06/21/2021]
- Intel CEO Pat Gelsinger Says Semi Shortage Could Last "A Couple Years" [06/01/2021]
- Nearly 1,000 Apple employees sign letter calling on Tim Cook to issue statement supporting Palestinians [05/20/2021]
- 1,600 Layoffs Coming at Northern Illinois Jeep Cherokee Factory [05/19/2021]
- Silicon Chip Shortage Leads To Potato Chip Shortage: Farm Equipment Manufacturers Have Halted Shipments [05/18/2021]
- TSMC SET TO "DOUBLE DOWN" AND VASTLY INCREASE U.S. SEMICONDUCTOR PRODUCTION INVESTMENT IN ARIZONA [05/14/2021]
- TSMC, high-tech firms unscathed by massive outage in Taiwan [05/13/2021]
- Tech giants join call for funding U.S. chip production [05/11/2021]
- Global Chip Shortage Underscores Need to Diversify US Supply Chain: China's Taiwan intimidation and its domestic semiconductor investment threaten US tech sector [05/10/2021]
- IBM Unveils World's First 2 Nanometer Chip Technology [05/10/2021]
- Arm Puts Some Muscle Into Future Neoverse Server CPU Designs [05/02/2021]
- Taiwan forced to beef up its military as China preparing for 'final military assault' [05/02/2021]
- China Tackles Chip Shortage Problem Via Marxist Approach [04/29/2021]
- Apple's M1 chips might just be the beginning of Intel's nightmare [04/20/2021]
- Taiwan Says Its Chip Firms Will Adhere to New US Rules Blacklisting China Supercomputing Entities [04/14/2021]
- How Nvidia JUST came in to FINISH the Job (R.I.P. Intel) [ARM chips / acquisition] [04/13/2021]
- White House to zero in on chip shortage in meeting with company officials [04/12/2021]
- China's First 7nm GPU Nears Mass Production, Pics Emerge [04/06/2021]
- Delaware senator's wife buys Intel stock ahead of Biden's executive order on chip shortage [03/16/2021]
- Car Chip Shortages A Sign Of Wider Demand Crunch: ASML Executive [02/11/2021]
- Will China's Chip Race Become Its New 'Great Leap Forward'? [10/25/2020]
- Hmm, what's this chip hidden inside my mask from China! [09/25/2020]
- "In Complete Shock": China's Lead Chip Maker Denies PLA Military Ties As Trump Mulls Blacklisting [09/05/2020]
- Samsung to Help Huawei with 5G Chip Production [06/15/2020]
- Taiwan Semiconductor confirms $12B U.S. plant [05/15/2020]
- Taiwan Semiconductor Manufacturing Co. to Build Advanced Chip Factory in Arizona... [05/14/2020]
- Unlikely TSMC (Computer Chip Giant)will soon build in US [05/11/2020]
- Intel says Qualcomm tactics forced it out of modem chip market [11/29/2019]
- TSMC Will Decide To Build U.S. Fab Next Year, According To Spokesman; Plant Estimated At $16 Billion [03/22/2017]
- Microsoft's HoloLens secret sauce: A 28nm customized 24-core DSP engine built by TSMC [08/23/2016]
- SiFive Unveils Freedom Platforms for RISC-V-Based Semi-Custom Chips [07/24/2016]
- (Apple's) A9 chipmaker records highest earnings in its 29-year history [01/15/2016]
- TSMC wins Spy Case against a Former Employee who gave Secrets to Samsung [08/26/2015]
- First TSMC 16nm FinFET product announced ( 32 core ARMv8 networking processor ) [09/26/2014]
- ARM chips running at 3GHz on the cards for next year [07/13/2013]
- TSMC and Nvidia ship one-billionth GPU [01/13/2011]
- We've Been Bamboozled! Process Delays Hit GPUs ( Why is it so hard?) [12/10/2010]
9
posted on
08/25/2025 9:50:51 PM PDT
by
SunkenCiv
(NeverTrumpin' -- it's not just for DNC shills anymore -- oh, wait, yeah it is.)
To: Governor Dinwiddie
Does TI still design chips, or are they only a manufacturer of others’ designs?
10
posted on
08/25/2025 11:55:27 PM PDT
by
VanShuyten
("...that all the donkeys were dead. I know nothing as to the fate of the less valuable animals.”)
To: Governor Dinwiddie
Sorry. Is Inter only a builder, too?
11
posted on
08/25/2025 11:56:24 PM PDT
by
VanShuyten
("...that all the donkeys were dead. I know nothing as to the fate of the less valuable animals.”)
To: Fungi
“Texas Instruments has a storied past and not a good one”
Not sure what you’d consider a “good one,” but if someone has been with them from the beginning, that investor is likely very pleased.
I looked it up... TXN went public in Oct 1953 for $5 per share. After 8 splits, one share would now be 240 shares. TXN closed yesterday at 205.97. So, dropping five bucks on the stock in ‘53 would result in a position now worth $49,432.80, paying $1,305.60 in annual dividends. Even ignoring the very healthy dividends, the stock price appreciation alone has been 13.7% on an annualized basis. That’s pretty spectacular really... and significantly higher than the S&P 500’s approximate 11% return over the same period.
To: irishjuggler
Maybe Trump will buy into Texas Instruments....
13
posted on
08/26/2025 1:39:54 AM PDT
by
minnesota_bound
(Making money now. Still want much more.)
To: SunkenCiv
Imagine who to give credit for all of this.
Pres. Trump is the spark plug in recovery of our nation.
Big Turning Point.
14
posted on
08/26/2025 3:40:36 AM PDT
by
Texas Fossil
(Texas is not about where you were born, but a Free State of Heart, Mind and Attitude.)
To: Governor Dinwiddie
The people responsible for off shore chip making? They were chasing cheap hard working labor cost and lower cost of doing business.
Reset the global economic system and WOW!
Look at all who are following President Trumps actions.
Sure, he is not always right, but he is absolutely amazing to watch.
15
posted on
08/26/2025 3:44:20 AM PDT
by
Texas Fossil
(Texas is not about where you were born, but a Free State of Heart, Mind and Attitude.)
To: Texas Fossil
16
posted on
08/26/2025 5:31:26 AM PDT
by
SunkenCiv
(NeverTrumpin' -- it's not just for DNC shills anymore -- oh, wait, yeah it is.)
To: minnesota_bound
Trump’s actions are why we have these companies making decisions to invest in America...
17
posted on
08/26/2025 5:36:42 AM PDT
by
trebb
(So many fools - so little time...)
To: Bayard
“There’s gonna be a high expense getting all this infrastructure built and staffed. Hopefully they know this.”
LOL! I’m sure none of them are as “astute” as you are about building factories and making products....better to keep one’s mouth shut....
18
posted on
08/26/2025 5:39:02 AM PDT
by
trebb
(So many fools - so little time...)
To: VanShuyten
Does TI still design chips? They do indeed.
19
posted on
08/26/2025 6:03:15 AM PDT
by
GingisK
To: SunkenCiv
They were once the big dog in the business. I have driven by the plant in Sherman and the one along the freeway in Dallas for decades. They reached a point of growth and stopped. I guess what they had went overseas for cheaper labor but then you heard little about them.
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