Taiwan’s GlobalWafers Co. announced plans to invest an additional $4 billion in its Texas operations, potentially bringing its total U.S. investment to $7.5 billion. The move aligns with the Trump administration’s “Made in the U.S.A.” policy push.
The world’s third-largest semiconductor wafer maker has no fixed timeline for the expansion, according to Chairperson and CEO Doris Hsu. The company will proceed with investments only after securing long-term customer commitments for local sourcing.
This announcement comes as GlobalWafers officially opened its first 12-inch silicon wafer plant in Sherman, Texas — the first such facility built in the U.S. in over two decades. The plant forms part of a broader U.S. semiconductor manufacturing revival, with GlobalWafers having received up to $406 million in CHIPS Act funding for projects in Texas and Missouri.
Despite uncertainty surrounding the Trump administration’s approach to the CHIPS Act, the company remains committed to U.S. expansion. Hsu noted that operational costs at the Texas facility are expected to be lower than at Asian plants, with electricity rates about half those in Asia.
However, the global silicon wafer market faces headwinds as clients remain cautious about the second half of 2025, partly due to uncertainty around the Trump administration’s tariff policies.
