TSMC brings 4nm/5nm to new U.S. plants Apple says it will source chips directly.
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Update time : 2022-11-16 15:52:46
Since May, TSMC has officially announced on its official website that it will build a fab in Arizona to manufacture 5nm (nano) chip wafers, with a planned monthly production capacity of 20,000 wafers. This will be TSMC's second manufacturing facility in the United States after Fab Eleven in Camas, Washington
TSMC's new plant in Arizona is currently in full swing, and it is even considering expanding the second phase. This will directly create more than 1,600 high-tech professional jobs in the United States and indirectly create thousands of jobs in the semiconductor industry ecosystem. The fab will start mass production in 2024, TSMC said in a statement. From 2021 to 2029, TSMC's spending on this project, including capital expenditures, is about $12 billion. According to media reports, at an internal meeting in Germany last month, CEO Cook said he would purchase chips directly from TSMC's Arizona plant. TSMC is Apple's main foundry iPhone/iPad A-series processors and M-series processors on Macs, and of course there are many other collaborations. According to the plan, the first phase of TSMC's Arizona plant will be put into operation in 2024, and the main products are expected to be 4nm and 5nm process chips. Cook also mentioned that we still have two years to prepare. Analysts believe that direct mining from TSMC's U.S. plants can enhance the diversification and risk-fighting capabilities of Apple's supply chain. Intel's fabs in Ohio and Arizona are also vying for Apple's foundry orders to compete with TSMC, Samsung and others.
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