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Apple will source chips from new TSMC fabs in Arizona from 2024

Samuel Buchmann
7-12-2022
Translation: machine translated

The Taiwanese chip manufacturer TSMC is building two factories in Arizona - one for 4-nanometre and one for 3-nanometre processors. Apple is one of the first customers. Nevertheless, the dependence on Taiwan remains.

Dependence on Taiwan remains

Until now, all TSMC chips have been made in Taiwan. This dependence is dangerous for manufacturers like Apple, as the island nation is at the centre of geopolitical crises. The factories in the USA therefore also have political relevance. US President Joe Biden travelled to Arizona to mark the start of construction. "These investments help us build and strengthen the manufacturing chain here in America," Biden said.

Compared to the fabs in Taiwan, however, the capacity in Arizona will remain small. 600 000 wafers per year are planned at the new production facilities. In Taiwan, TSMC produces more than 20 million wafers annually - although this figure also includes older generations of chips. In addition, when the new fabs in the US start production, TSMC will probably already be producing even more advanced 2-nanometre chips in Taiwan.

Apple seeks to shift production chains away from China

Titelbild: Tim Cook / Twitter

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Samuel Buchmann
Senior Editor
Samuel.Buchmann@digitecgalaxus.ch

My fingerprint often changes so drastically that my MacBook doesn't recognise it anymore. The reason? If I'm not clinging to a monitor or camera, I'm probably clinging to a rockface by the tips of my fingers.

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