TSMC Could Build Six GigaFabs in Arizona | TechPowerUp
 
Taiwan Semiconductor Manufacturing Company (TSMC), one of the largest manufacturers of silicon, is seemingly making plans to build as many as six of its US-based fabs in Arizona. According to the unconfirmed report coming from UDN, TSMC could be building its Arizona-based factories for much larger capacities. Based on TSMC's classifications, the MegaFab-class of factories is the one with 25,000 WSPM output. According to the report, TSMC plans to build six additional facilities in the area where the Arizona fab is, and have a GigaFab-class (even larger type) factory present on US soil. Currently, the company operates six GigaFabs and all of them are based in Taiwan.

The GigaFab class factory is supposed to have over 100,000 WSPM output, and by building one in the US, TSMC could get much closer to big customers like Apple, NVIDIA, and AMD. Reports are saying that TSMC's primary target is 3 nm node production on 12-inch (300 mm) wafers. All six of the supposed facilities are expected to output more than 100,000 wafers at their peak, making it one of the largest projects TSMC has ever done. The Arizona location is supposed to serve as a "mega fab" facility and it is supposed to start manufacturing silicon in 2024. This information is, of course, just a rumor so you should take it with a grain of salt, as this type of information is usually only known by top-level management.
 
If true this could take a lot of pressure off of its lone Taiwan fab and increase its customer base in my opinion. 

yeah and you won't see improvement for years in chip supply until then
 
thinking about it is not building - which takes 3yrs so do math - like 5? 6?
 

This plus +$15 minimum wage being pushed is going to be a disaster for tech pricing in the next decade. The expense is always handed off to the consumer.

totally agree
 
US cannot be the worlds master....
they failed at everything - cripes with the rate China is advancing they will win the space race too
US abdicated it role years ago by not being more fair, more translucent and less power hungry
 
you are not out to rule the world - the days of forcing your will on others is over
 
you want change then give something to get something
quit the rhetoric you send to poorer countries
 
carrots always work better than whips

Heh, this rumor has been growing exponentially... first it was two, then four, now up to six Gigafabs... Before people get carried away TSMC has only confirmed a SINGLE 5nm capable fab. TSMC is waiting on the US gov to provide incentives for that fab. TSMC isn't going to plan for six fabs before they know what the incentives for doing so would be, and six would be an absurd capacity. The real number is one, and may grow to two...
 

MasterMiner
FOXCONN promised a huge manufacturing facility in Wisconsin that turned into a joke.

Ask yourself... what motivation does Taiwan have in building fabs in the US?

Right now, with all the world’s advanced node manufacturing capability, they are the safest place on earth. Everyone needs them.

To placate China they are building a non-US fab, in Taiwan, that has zero US components in order to supply Huawei.

Quite rationally, everything they do is about making *themselves* indispensable. Why move anything to the US?

Foxconn doesn't produce semiconductors, and in fact they never really committed to any one product except monitors. But yes the whole Foxconn deal is an utter joke.
 
Taiwan has motivation because they already produce chips in the US, and the US is one of the largest markets for both chip buyers, and companies placing the chip orders. Secondly, by producing a larger volume of chips in the US, they can skirt around trade tariffs, which are currently affecting GPU prices precisely because the GPUs are imported. 
 
TSMC is HQ'd out of Taiwan and the vast majority of their production comes from Taiwan. Naturally they will continue to expand their facilities there since they already own the land for doing so. It's absurd to think it has anything to do with China, not the least of which is because TSMC already owns at least two fabs in China.

Huh?