According to CEO C.C. Wei during an investor call, TSMC plans to make up to one-third of its advanced chips at American plants in the future. The company will add two more factories in Arizona focused on producing chips smaller than 2 nanometers. These facilities might be larger than first expected if they handle such a significant portion of production around the next decade.
The expansion comes from growing demand among US customers, including AMD, Apple, NVIDIA, Qualcomm, and Broadcom. These companies appear willing to pay higher prices for US-made chips, with TSMC presenting it as added value that clients have accepted. Wei firmly denied rumors about partnerships with Intel or any other companies regarding joint ventures or technology sharing.
This announcement follows TSMC's first-quarter financial results and should quiet speculation about potential collaborations. The Arizona manufacturing expansion represents a major shift in global semiconductor production as more advanced chip-making moves to American soil.
The expansion comes from growing demand among US customers, including AMD, Apple, NVIDIA, Qualcomm, and Broadcom. These companies appear willing to pay higher prices for US-made chips, with TSMC presenting it as added value that clients have accepted. Wei firmly denied rumors about partnerships with Intel or any other companies regarding joint ventures or technology sharing.
This announcement follows TSMC's first-quarter financial results and should quiet speculation about potential collaborations. The Arizona manufacturing expansion represents a major shift in global semiconductor production as more advanced chip-making moves to American soil.
