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The launch of the first TSMC plant in Arizona is postponed for at least a year

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The launch of production of 3nm chips by TSMC in the USA will be postponed for at least a year from the originally planned dates. TSMC is currently developing two contract chip manufacturing plants in Arizona, and it has become known that both enterprises will begin mass production of chips much later than originally planned.

Recall that in November 2020, TSMC announced plans to build a 5 nm factory in Arizona worth $ 10-12 billion, with the facility being commissioned in 2024. In May 2021, the Taiwanese company announced that it could deploy 3 nm technology instead of 5 nm in the same time frame.

The first plant will start producing chips using N4 technology next year, which postpones the initial plans for a year. At the quarterly reporting conference, TSMC also announced that the second plant in Arizona will begin operation no earlier than 2027 or 2028, instead of the planned start of mass production of 3-nm products in 2026.

Chairman of the Board of Directors of TSMC, Mark Liu, explained that the company's decisions outside Taiwan depend on the needs of customers and the financial support of local authorities. It is noted that the delay in the implementation of the project in the United States may have been the reason for Liu's resignation from the post of chairman of the board of directors.


Chip manufacturing.
Source: habr.com

TSMC management also expressed willingness to consider other technologies, not just 3nm, for a second plant in Arizona, depending on financial support from the American authorities. TSMC's chief financial officer, Wendell Huang, noted that the delay in the construction of the first plant in Arizona affected the time frame of the second enterprise.

Negotiations are currently underway with the American authorities to subsidize the project, and the company is cooperating with construction unions in the United States. It was previously noted that the shortage of skilled workers has a negative impact on the pace of construction of TSMC enterprises in Arizona. As a result of the shift in construction dates, enterprises in the United States may lag behind Taiwanese in lithography by 2028.

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