Statis of Tsm plant in arizona
3/4/2025 02:40am
**Taiwan Semiconductor Manufacturing's (TSMC) Arizona Plant: A Strategic Expansion**:
1. **Location and Investment**:
- TSMC's Arizona plant is located in Phoenix, covering 3.5 million square feet on a 1,100-acre site.
- The initial investment was projected at $12 billion, which has since grown to $20 billion.
- Production was initially planned to commence in 2024, but has been delayed to 2025.
2. **Production Capacity and Technology**:
- The Arizona plant will produce 4-nanometer chips, with an initial production rate of 20,000 wafers per month.
- TSMC aims to produce 20,000 chips per month at the facility.
- Plans for future expansion include production of 3-nanometer and 2-nanometer chips by 2028 and 2030, respectively.
3. **Key Customers and Partnerships**:
- Apple is the largest customer for the Arizona plant, with production of its chips beginning in 2023.
- Nvidia is in discussions to manufacture its Blackwell AI chips at the Arizona facility.
- Other potential customers include Advanced Micro Devices (AMD) and Nvidia (NVDA).
4. **Government Support and Financials**:
- The U.S. Department of Commerce has provided up to $6.6 billion in funding for the Arizona plant under the CHIPS and Science Act.
- TSMC expects the Arizona plant to generate $10 billion in annual revenue.
- The facility is expected to create 13,000 high-paying jobs, including 4,500 for TSMC and the rest from suppliers.
5. **Strategic Importance**:
- The Arizona plant is part of TSMC's strategy to diversify chip production outside Taiwan to ensure supply chain resilience amid geopolitical tensions and natural disasters.
- TSMC aims to capture a significant share of the U.S. advanced logic chip market by 2030.
This expansion into Arizona is a significant move for TSMC, aligning with the U.S. policies promoting domestic chip manufacturing while maintaining its position as a key player in the global semiconductor industry.