TSMC US Plant will start to produce 4nm chips in the second half of 2025, and the estimated cost is 30% higher than that of Taiwan, China
Dec 30,2024
According to reports, TSMC's Arizona factory is expected to begin mass production of the 4nm process in the second half of 2025, with the main beneficiaries being customers such as Apple, NVIDIA, AMD, and Qualcomm.
TSMC's Arizona factory will provide semiconductor services to mainstream technology companies, but the pricing may be much higher.
TSMC's ambition to enter the United States has finally begun to be implemented, and the company is ready to start production at its Arizona factory next year.
The Arizona factory was initially expected to produce 20000 wafers per month, with major customers including Apple, Nvidia, AMD, and Qualcomm. It is said that the factory will be responsible for the production of the 4nm process, but this is the plan of the first phase, because in the second phase, TSMC plans to mass produce the 2nm process in 2028, although this is a bit uncertain at present, especially considering the dispute between the United States and Taiwan, China, China over "technology transfer".
Another interesting point highlighted here is that it is reported that the production cost of TSMC's factory in Arizona will be much higher than that of purchasing directly from Taiwan, China, China. It is reported that TSMC's production costs in Arizona will be about 30% higher, mainly due to the lack of materials in the United States to stabilize process yield and shortages in the country's semiconductor supply chain.
Given that mainstream technology companies are starting to purchase from TSMC in Arizona, they may need to pay higher amounts, which will ultimately be reflected in consumer product pricing. TSMC will play an important role in the future of the US semiconductor industry and its evolution within the Trump administration, which is not particularly fond of TSMC's operations in the US.
TSMC's Arizona factory will provide semiconductor services to mainstream technology companies, but the pricing may be much higher.
TSMC's ambition to enter the United States has finally begun to be implemented, and the company is ready to start production at its Arizona factory next year.
The Arizona factory was initially expected to produce 20000 wafers per month, with major customers including Apple, Nvidia, AMD, and Qualcomm. It is said that the factory will be responsible for the production of the 4nm process, but this is the plan of the first phase, because in the second phase, TSMC plans to mass produce the 2nm process in 2028, although this is a bit uncertain at present, especially considering the dispute between the United States and Taiwan, China, China over "technology transfer".
Another interesting point highlighted here is that it is reported that the production cost of TSMC's factory in Arizona will be much higher than that of purchasing directly from Taiwan, China, China. It is reported that TSMC's production costs in Arizona will be about 30% higher, mainly due to the lack of materials in the United States to stabilize process yield and shortages in the country's semiconductor supply chain.
Given that mainstream technology companies are starting to purchase from TSMC in Arizona, they may need to pay higher amounts, which will ultimately be reflected in consumer product pricing. TSMC will play an important role in the future of the US semiconductor industry and its evolution within the Trump administration, which is not particularly fond of TSMC's operations in the US.