TAIPEI (Taiwan News) — GlobalWafers Chair Hsu Hsiu-lan (徐秀蘭) said Thursday the company is considering an additional NT$120.5 billion (US$4 billion) investment in its Texas operations following its Sherman plant opening.

Speaking at the opening of the North Texas facility on Thursday, Hsu said the expansion reflects solid customer interest and confidence in the US manufacturing climate, per CNA. She said the move is commercially driven and not contingent on subsidies, although the company expects to receive US$406 million from the US Department of Commerce for its initial phases.

The Sherman site spans 142 acres with six expansion phases, per Anue. The first is operational, with engineers on-site and sample shipments already underway.

Phases 1 and 2 involve a combined US$3.5 billion investment. The new US$4 billion would support Phases 3 and 4, ultimately boosting capacity to one million wafers per month and bringing total investment to US$7.5 million.

Hsu explained that the new investment would not come at the expense of other regions, as GlobalWafers remains committed to global production. While depreciation costs are higher in Texas due to new equipment, she noted that other factors, such as electricity prices, make the US cost-competitive.

Acknowledging uncertainty in the global silicon wafer market, Hsu reported that some recent rush orders have appeared. Still, customers remain cautious about the second half of this year as they monitor tariff developments.