TSMC will begin production on US soil in 2024 at its Arizona factory. Recently, Apple has been pushing for the latter to benefit from the company’s latest innovations. TSMC despite its omnipotence does not seem to have much choice because of the protectionist policies put in place by the USA but also geopolitical uncertainty which poses certain threats to the independence of Taiwan. It is in this context that in the next few hours US President Biden accompanied by Apple CEO Tim Cook, but also NVIDIA CEO Jensen Huang, AMD CEO Dr Lisa Su will be present to attend a ceremony in Arizona announcing the acceleration of the deployment of TSMC on American soil. An important signal confirming a return of Made in US chips.
The Arizona foundry which was to produce in 5nm is now “upgraded” to the 4nm process and TSMC formalizes the construction of a second fab on the Phoenix site to produce 3nm (N3) chips. If we add to this the capacity of Intel but also Samsung, which is building a state-of-the-art factory in Texas, scheduled for 2024, it is a real turnaround that we are witnessing with a strong relocation of production capacities to America in particular. see in the West with what is also happening in Europe.
Towards the return of Made In US for the majority of chips?
In a few short years, the Americans have regained control of their silicon supply chain. Projections suggest that by the end of 2024, the United States will be freed from dependence on Asian manufacturing centers. This was done with billions in subsidies approved to accelerate the construction of new factories but also by the threat of import taxes for foreign companies that would not locate their manufacturing on the American continent.
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