Dallas-based Texas Instruments plans to invest more than $60 billion across seven U.S. semiconductor “fabs”—marking the largest investment in foundational semiconductor manufacturing in U.S. history, the company said.

“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,” President and CEO Haviv Ilan said in a statement. “Leading U.S. companies such as Apple, Ford, Medtronic, NVIDIA, and SpaceX rely on TI’s world-class technology and manufacturing expertise, and we are honored to work alongside them and the U.S. government to unleash what’s next in American innovation.”

Texas Instruments’ new 300mm semiconductor fabs in Sherman, Texas, SM1 and SM2. [Photo: Texas Instruments]

Working with the Trump administration—and building on a legacy

TI said it’s working with the Trump administration and building on the company’s nearly 100-year legacy in expanding its U.S. manufacturing capacity to supply the growing need for semiconductors that will advance critical innovations from vehicles to smartphones to data centers.

Combined, TI’s new manufacturing mega-sites in Texas and Utah will support more than 60,000 U.S. jobs, the company said.

“For nearly a century, Texas Instruments has been a bedrock American company driving innovation in technology and manufacturing,” U.S. Secretary of Commerce Howard Lutnick said in a statement. “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 U.S. chip manufacturing for decades to come.”

TI is the largest foundational semiconductor manufacturer in the U.S. It produces analog and embedded processing chips that are critical for smartphones, vehicles, data centers, satellites and nearly every other electronic device, the company said.

From Apple to Ford to SpaceX, ‘strengthening U.S. tech manufacturing’

Several leading American companies weighed in on TI’s $60 billion investment.

Apple CEO Tim Cook said 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 U.S.” 

TI is also working with Detroit-based Ford Motor Company strengthen American manufacturing, combining Ford’s automotive expertise with TI’s semiconductor technology to help drive innovation and secure a robust, domestic supply chain for the future of mobility.

“At Ford, 80% of the vehicles we sell in the U.S. are assembled in the U.S., and we are proud to stand with technology leaders like TI that continue to invest in manufacturing in the U.S.,” Ford President and CEO Jim Farley said in a statement.

Medtronic and TI said they’re partnering to improve lives “when it matters most.”

“At Medtronic, our life-saving medical technologies rely on semiconductors to deliver precision, performance, and innovation at scale,” said Geoff Martha, Medtronic chairman and CEO. “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 U.S.-manufactured semiconductors as we work to transform healthcare and improve outcomes for patients around the world.”

NVIDIA and Texas Instruments said they’re partnering to unleash the next generation of artificial intelligence architectures.

“NVIDIA and TI share the goal to revitalize U.S. manufacturing by building more of the infrastructure for AI factories here in the U.S.,” Jensen Huang, founder and CEO of NVIDIA, said in a statement. “We look forward to continuing our collaboration with TI by developing products for advanced AI infrastructure.”

TI is making its mark in space, too. SpaceX is increasingly leveraging TI’s high-speed process technology to connect its Starlink satellite internet service with TI’s latest 300mm SiGe technology manufactured in Sherman, the company said.

“Our fundamental mission is to revolutionize global connectivity and eliminate the digital divide. Core to this mission is constantly pushing the boundaries of what is possible,” Gwynne Shotwell, president and COO of SpaceX, said in a statement. “SpaceX is manufacturing tens of thousands of Starlink kits a day—all right here in the U.S.—and we are making huge investments in PCB manufacturing and silicon packaging to expand even further.”

“TI’s U.S.-made semiconductors are crucial for securing a U.S. 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,” Shotwell added.

Semiconductor fabs ramping up

TI said it’s a driving force behind the return and expansion of semiconductor manufacturing in the U.S., and its more than $60 billion investment in American manufacturing includes building and ramping seven, large-scale, connected fabs. Combined, TI said its fabs across three manufacturing mega-sites in Texas and Utah will manufacture hundreds of millions of U.S.-made chips daily that will ignite a bold new chapter in American innovation.

For example, TI’s first new fab in Sherman will begin initial production this year, just three years after breaking ground. Construction is also complete on the exterior shell of SM2, TI’s second new fab in Sherman. Incremental investment plans include two additional fabs, SM3 and SM4, to support future demand.

TI’s second fab in Richardson, RFAB2, continues to ramp to full production and builds on the company’s legacy of introducing the world’s first 300mm analog fab, RFAB1, in 2011.

TI said it’s ramping LFAB1, the company’s first 300mm wafer fab in Lehi, Utah, and said construction is also “well underway” on LFAB2, TI’s second Lehi fab that will connect to LFAB1.

Don’t miss what’s next. Subscribe to Dallas Innovates.

Track Dallas-Fort Worth’s business and innovation landscape with our curated news in your inbox Tuesday-Thursday.