TSMC has changed its plans for making chips in America after facing many problems. Building their first factory in Phoenix took almost five years instead of two years like they do back home. They ran into trouble with workers, spent more money than expected, and found it hard to work with Americans at first. These early problems taught TSMC many useful things about building factories in the USA. The company found good local builders and fixed many issues that had slowed them down before.
TSMC wants to build much faster from this point forward. They plan to start building their third factory this year and hope to finish it as quickly as they would in Taiwan. Right this minute, TSMC is setting up equipment in its first factory building and starting work on the second one. They aim to make test chips at the second factory by 2026 and run full production by 2028. The faster schedule for the third factory should help TSMC make newer N2 and A16 chips sooner.
Building faster comes with certain risks for TSMC. The biggest worry remains whether they can get all the machines they need on time. Companies that make chip-making equipment like ASML and Applied Materials have long waiting lists and limited capacity. These suppliers might not deliver everything when TSMC needs it. The chip maker promises to build American factories faster than before, but everyone wonders if this will actually happen.
The entire industry is watching closely to see if TSMC can overcome these supply problems. Success would mean meeting their promised dates and growing bigger in America. TSMC learned hard lessons from its first attempt, but these lessons might help it succeed with future factories. They believe they can match their Taiwan building speed if they use what they learned from their early mistakes in Arizona.
TSMC wants to build much faster from this point forward. They plan to start building their third factory this year and hope to finish it as quickly as they would in Taiwan. Right this minute, TSMC is setting up equipment in its first factory building and starting work on the second one. They aim to make test chips at the second factory by 2026 and run full production by 2028. The faster schedule for the third factory should help TSMC make newer N2 and A16 chips sooner.
Building faster comes with certain risks for TSMC. The biggest worry remains whether they can get all the machines they need on time. Companies that make chip-making equipment like ASML and Applied Materials have long waiting lists and limited capacity. These suppliers might not deliver everything when TSMC needs it. The chip maker promises to build American factories faster than before, but everyone wonders if this will actually happen.
The entire industry is watching closely to see if TSMC can overcome these supply problems. Success would mean meeting their promised dates and growing bigger in America. TSMC learned hard lessons from its first attempt, but these lessons might help it succeed with future factories. They believe they can match their Taiwan building speed if they use what they learned from their early mistakes in Arizona.
