Although Intel has obtained nearly 10% of the U.S. government's shares, major U.S. manufacturers such as Apple, AMD, NVIDIA, and Broadcom continue to support TSMC and hope that TSMC will speed up the construction of production capacity at the Arizona plant in the United States. According to sources,In order to cope with the needs of large customers, TSMC will advance the mass production schedule of its second and third factories in Arizona.
TSMC's first factory in Arizona, USA, was originally scheduled to enter mass production in 2025, but it has already started mass production at 4nm in the fourth quarter of 2024.
The second factory was originally scheduled for mass production in 2028, but is currently accelerating, with the goal of mass production in early 2027 or within 2026; the third factory is expected to mass produce N2 and A16 processes around 2028 at the earliest, and is expected to be at least four quarters ahead of schedule.
The industry pointed out that not only Nvidia is strongly embracing TSMC, but the demand for TSMC's advanced processes from AI giants such as OpenAI is also growing rapidly.
In addition, Intel's current production capacity of its own advanced processes is still unable to meet its own chip production needs, so its foundry orders outsourced to TSMC are also continuing to rise.
Facing the strong pursuit of customers, TSMC has previously announced thatThe second fab in Arizona that will use 3-nanometer process technology has completed construction and is working to accelerate mass production by several quarters to support customer demand.
Construction of the third wafer fab in Arizona has begun, using 2-nanometer and A16 process technologies. Due to strong customer demand for AI-related products, TSMC is considering accelerating production progress.
The fourth local wafer fab will use N2 and A16 process technologies, and the fifth and sixth wafer fabs will use more advanced processes.
