In the presence of President Joe Biden and major US customers Apple, Nvidia and AMD, TSMC yesterday confirmed a global investment of $40 billion in Arizona. In addition to the first manufacturing plant for TSMC in Arizona, which should start production in 4-5 nm technology in 2024, the Taiwanese foundry has also started the construction of a second fab which should start production in 3 nm technology in 2026.
The aggregate investment for these two fabs of approximately $40 billion represents the largest foreign direct investment in Arizona history and one of the largest foreign direct investments in United States history. Recall that in 2020, TSMC had formalized its decision to build a 5 nm fab which will have a processing capacity of 20,000 wafers of 300 mm in diameter per month following an investment of 12 billion dollars.
The two TSMC Arizona factories are expected to create 10,000 high-tech jobs, including 4,500 direct TSMC jobs. When complete, TSMC Arizona’s two fabs will manufacture more than 600,000 300mm wafers per year, with an estimated chip production value of more than $40 billion.
« We are grateful for the continued collaboration that has brought us here and look forward to working with our partners in the United States to serve as the foundation for innovation in semiconductors. “, thanked Marc Liu, president of TSMC.
These announcements were made during TSMC’s opening ceremony to celebrate the first batch of semiconductor manufacturing equipment (Applied Materials, ASM, ASML, Lam Research, KLA and Tokyo Electron) that arrived in the fab 4- 5nm. The event took place in Phoenix, Arizona, and brought together TSMC executives, customers, suppliers, partners, government officials and university leaders. The ceremony was presided over by TSMC Founder Morris Chang, TSMC Chairman Mark Liu and TSMC CEO CC Wei. Notable guests at the event included President Joe Biden, Commerce Department Secretary Gina Raimondo, Apple CEO Tim Cook, AMD President and CEO Lisa Su, and Nvidia CEO Jensen. Huang.
« I am deeply honored that we were able to gather here to celebrate such a historic milestone for TSMC, which represents our dedication to building a semiconductor ecosystem here in the United States to better serve our customers. This project is truly a testament to the Grand Alliance that TSMC has formed with customers, suppliers and partners to deepen our collaboration and unleash innovation. said CC Wei during the ceremony.
For his part, Morris Chang felt that ” globalization is almost dead “. Quite a symbol coming from the man who founded TSMC in 1987 and whose wife worked in Joe Biden’s first senatorial campaign when he ran for the Senate, recalled in his speech the president of the United States.
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