Companies like Apple, AMD, and NVIDIA have placed large orders at TSMC's Arizona facility amid worries about potential tariffs. These tech giants previously viewed American chip production as costly but currently rush to secure manufacturing capacity inside the United States. The Taiwan-based company plans to raise prices by 30% for its 4-nanometer chips made in America because demand exceeds supply. Their Arizona plant can produce between 20,000 and 30,000 wafers monthly, which falls short of current customer needs.
Trump administration policies appear to shift chip production back to American soil as intended. Companies face uncertainty with possible new chip tariffs coming soon. Many firms want TSMC to make their products stateside rather than in Taiwan. NVIDIA recently announced a $500 billion American investment with TSMC as the main supplier. AMD started testing their Turin server processors at the Arizona facility.
Intel receives little attention despite being an American chipmaker. The competition seems to favor TSMC over the domestic alternative. This situation might change when Intel introduces advanced manufacturing processes such as its 18A node. For now, the industry focus remains on TSMC's expansion into American manufacturing.
Trump administration policies appear to shift chip production back to American soil as intended. Companies face uncertainty with possible new chip tariffs coming soon. Many firms want TSMC to make their products stateside rather than in Taiwan. NVIDIA recently announced a $500 billion American investment with TSMC as the main supplier. AMD started testing their Turin server processors at the Arizona facility.
Intel receives little attention despite being an American chipmaker. The competition seems to favor TSMC over the domestic alternative. This situation might change when Intel introduces advanced manufacturing processes such as its 18A node. For now, the industry focus remains on TSMC's expansion into American manufacturing.
