TSMC plans to more than triple its Arizona investment to $40B, building a fab for 3nm chips, set to open in 2026, and making 4nm chips in its fab for 5nm chips
President Biden to hail Taiwanese chipmaker's second plant as boost for US manufacturing — Taiwan Semiconductor Manufacturing Company …
Financial Times
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Discussion
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@dnystedt
Dan Nystedt
on x
TSMC will invest US$40 billion on 2 fabs at its Arizona, USA fab site, with the 2nd fab to begin mass production on 3nm process technology in 2026, TSMC said. The 2 fabs will directly employ 4,500 workers and produce chips on over 600,000 wafers/year. $TSM https://pr.tsmc.com/...
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@emmakinery
Emma Kinery
on x
“At scale, these two [factories] could meet the entire U.S. demand for U.S. chips when they're completed,” Chatterji said. “That's the definition of supply chain resilience. We won't have to rely on anyone else to make the chips we need.” https://www.cnbc.com/...
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@james_chater
James Chater
on x
TSMC confirms it has started construction on a 2nd fab in Arizona. 2nd fab will begin production of 3nm chips in 2026. TSMC: US$40bn investment represents the “largest FDI in Arizona history and one of the largest foreign direct investments in the history of the United States.” h…
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@steverattner
Steven Rattner
on x
The US is home to just 13% of the world's semiconductor manufacturing capacity, & we make nothing close to the cutting edge. In fact, the vast majority of the world's most advanced chips are made in Taiwan. However, w/ new investments in AZ from TSMC, that's set to change! https:…
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@steverattner
Steven Rattner
on x
Customer demand, subsidies from states & the $50B+ incentives laid out in the CHIPS & Sci. Act are drawing TSMC, Samsung, & other chip-makers to invest in the US. Encouraging domestic production is a critical step in securing our semiconductor supply chains & national security. h…
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@kthomasdc
Ken Thomas
on x
Ahead of Biden's trip to Arizona, TSMC said it was raising its chip investment in the state to $40 Billion https://www.wsj.com/...
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@keubiko
@keubiko
on x
If China invades Taiwan after these plants are built they'll inherit a crater where the TSMC facilities used to be. https://twitter.com/...
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@dandrezner
Daniel W. Drezner
on x
“Industry experts said the larger TSMC presence would still be unable to accommodate cutting-edge products such as new iPhone models when the fabs finally open. They added the investments could provide only minimal supply chain security...” https://twitter.com/...
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@carlquintanilla
Carl Quintanilla
on x
“.. the largest foreign investment in Arizona history and one of the largest in U.S. history.” $TSM @thehill $AMD $NVDA $AAPL https://thehill.com/...
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@molson_hart
Molson
on x
Compared to Asia: The US labor situation is bad (not just more costly, but the desire and skills needed to work are lacking). Building is slower and more expensive. https://www.wsj.com/...
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@martijnrasser
Martijn Rasser
on x
“The real barrier” to setting up manufacturing in the U.S. “is comparative cost to build and operate,” [TSMC] said. https://www.wsj.com/... via @WSJ
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@jchengwsj
Jonathan Cheng
on x
The $12 billion Arizona semiconductor plant under construction that President Biden is visiting Tuesday represents U.S. hopes for a renaissance in manufacturing, but the Taiwanese company building it says it won't be easy. @yoyominnie @KeithZhai https://www.wsj.com/...
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@somospostpc
Alex Barredo
on x
Tim Cook in 2017 vs. TSMC pretending they didn't know about this in 2022 https://t.co/3zJt5DdkAY https://t.co/p7fHYvU3YH