US EditionTSMC US Fab Getting Advanced Chip Tech Sooner than Thought
TSMC plans to invest $100 billion in Arizona to build multiple fabs and assembly plants, aiming to meet rising AI and smartphone chip demand with advanced nodes.
- At an investor conference, C.C. Wei said TSMC will speed up production expansion and technology upgrades in Arizona while continuing to invest in Taiwan.
- Driven by surging AI demand, TSMC’s $100 billion expansion announcement this year sparked U.S. chipmakers’ interest and plans a megafab cluster in Arizona for AI and smartphone chips.
- TSMC confirmed it is investing US$65 billion in Arizona to build three advanced wafer fabs, with Fab 21 producing N4 chips for Apple and Nvidia since earlier this year.
- TSMC confirmed the second Arizona fab will bring the N3 node to the U.S. in 2028, and Wei said it eyes introducing the 2nm process after Taiwan's Q4 production start this year.
- To bridge capability gaps, TSMC is coordinating with an outsourced semiconductor assembly and test partner that has broken ground on an Arizona OSAT plant , while historically reserving its most advanced technologies for Taiwan.
11 Articles
11 Articles
TSMC is Accelerating Its Arizona Expansion Plans; Keep Investing in Taiwan
Get latest articles and stories on Business at LatestLY. The company will accelerate production timelines for two planned fabs and invest $65 billion in Arizona to construct three advanced wafer fabs, with an additional $100 billion planned for the next few years. Business News | TSMC is Accelerating Its Arizona Expansion Plans; Keep Investing in Taiwan.
TSMC to expedite Arizona expansion, upgrade; keep investing in Taiwan
C.C. Wei (魏哲家), chairman of CEO of Taiwan Semiconductor Manufacturing Co. (TSMC), said on Thursday that the world's largest contract chipmaker will speed up its pace in production expansion and technology upgrades in the U.S. state of Arizona, while continuing to invest in Taiwan.
TSMC eyes more Arizona land
By Jessica Boehm | AXIOS Phoenix TSMC plans to secure another piece of land in Arizona for expansion. Taiwan Semiconductor Manufacturing Co. is close to securing additional land in Arizona to create an “independent gigafab cluster,” chairman and CEO CC Wei announced on an earnings call Thursday morning. Why it matters: The new land will allow TSMC to execute its $165 billion vision for Phoenix and cement the Valley as an unequivocal semiconducto…
TSMC to Bring More Advanced Manufacturing to Arizona Plant Ahead of Schedule
TSMC's strategy to keep advanced manufacturing primarily in Taiwan might be shifting, as indicated by recent comments from CEO C.C. Wei. During the Q3 earnings call, Wei stated, "We are preparing to upgrade our technologies faster... to more advanced process technologies in Arizona, given the strong AI-related demand from our customers." Previously, TSMC has emphasized that its latest nodes would be developed in Taiwan first, with Arizona follow…
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