
TSMC gears up to start mass production at its US fabs by spring
Three years after it first announced plans to set up shop in the US, TSMC says it is now ready to mass-produce chips at US fabs in the coming few months. The company’s Arizona plant is expected to have an initial monthly output of 10,000 chips, and it is also expanding its apprenticeship program in preparation. A local board meeting will be held in February, and while the chairman of the company’s Arizona facility would not confirm whether future expansions are planned, one expert said that expansion was likely, given TSMC’s US customer base.
TSMC announced in 2021 that it was opening fabs in the US, and the following year, it began transferring equipment to its site in Arizona. Now the company has announced that it will be ready to mass produce chips in the US as early as the end of Q1 2025. Some have been describing the achievement as a gift to the Trump administration.
Chen Tzu-ang
Semiconductor industry consultant
In the coming decade, the US is expected to see faster growth in the semiconductor industry than any other country. Also, the US is only interested in advanced manufacturing processes. Intel keeps losing money, and Samsung is also in bad shape, so of course the US will focus on TSMC.
One of TSMC’s fabs in the US is to produce advanced 4 nanometer chips. In preparation, the company has invested more than US$5 million to expand its apprenticeship program, with new courses to be launched in April ahead of mass production.
Rose Castanares (11/19)
TSMC Arizona
TSMC Arizona is investing more than US$5 million in these programs representing full time competitive wages and tuition support.
TSMC plans to have three fabs in the US. One of those is nearly ready for production, while another is under construction with plans for production in 2028. In a recent interview with CNBC, TSMC Arizona Chairman Rick Cassidy was asked if the company was planning to expand in the future. In response, he said that while there is available land, he would not speculate on future plans.
Chen Tzu-ang
Semiconductor industry consultant
The first board of directors meeting to be held in the US will take place in February. Of the company’s 10 directors, five are American citizens. So taking that into account, it is likely that TSMC will expand its investment in the US in the future.
The consultant argued that TSMC would be likely to expand US operations given that several of its major customers including Apple, Nvidia, AMD and Qualcomm are American companies. Additionally, the US aims to produce the chips used for its defense and military aerospace needs within the US, and that spells opportunity for TSMC, he said.
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2024-12-29