TSMC gears up to start mass production at its US fabs by spring

TSMC gears up to start mass production at its US fabs by spring

2024-12-29

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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送川普上任大禮台積電美國廠"傳明年第一季量產"

2024-12-29

台積電美國廠傳出好消息，有望在明年第一季量產，初期月產能一萬片，被外界視為送給川普一月上任的一份大禮，二月也將在當地開董事會。先前外媒詢問美國分公司董事長，是否會再蓋更多工廠，他語帶保留，只說確實有足夠空間，專家分析，美方有可能會繼續說服台積電加碼投資。

台積電2021年宣布赴美設廠，2年前舉行移機典禮，最近供應鏈傳出消息，美國一廠有望在第一季結束前開始量產，外界形容，這是送給川普的一份大禮。

[[資深產業顧問陳子昂]]
“未來10年，美國是全世界半導體成長，最快速的國家，加上美國只對先進製程有興趣，英特爾虧損連連，三星的狀況也不好，所以美國當然，會把重心放在台積電”

美國一廠將生產四奈米，一個月前，台積電亞利桑那州廠砸超過500萬美元，要擴大學徒計畫，明年四月啟動，要為量產做好準備。

[[台積亞利桑那總經理卡斯塔那里斯(11.19)]]
“台積電亞利桑那，投資超過500萬美元，在這些計畫當中，全職有競爭力薪水和學費補助”

美國目前規劃三座廠，一廠漸入佳境，二廠施工中，預計2028量產。日前CNBC訪問美國公司董事長，是否再擴大規模，他指出，以土地而言，確實有足夠空間蓋工廠，但不會任意推測。

[[資深產業顧問陳子昂]]
“明年二月會在美國召開首次的董事會，10個董事裡面，有5個是美國籍，所以有這些因素，可以看得出來，台積電未來極有可能，會擴大到美國的投資規模”

專家分析，主要客戶蘋果、輝達、超微、高通，都是美國公司，加上美方勢必會希望，在美國本土生產國防軍事航太晶片，對台積電而言都是正向發展。

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