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Despite comments suggesting high costs in the U.S., analysts found that producing chips at TSMC's Arizona fab costs less than 10% more than in Taiwan.
Samsung and TSMC could benefit from the move, while makers of wafer fab equipment may lose out, according to Bernstein ...
TSMC reports robust Q2 results with strong AI chip demand, raised guidance, and US expansion bolstering growth.
TSMC will take 4.7 million gallons of water daily to run the first Arizona fab, but it will bring that demand down to 1 million gallons a day, in part by recycling some 65% of that, the company said.
Technological leadership remains TSMC's core advantage, with the upcoming N2 and A16 nodes driving multi-year revenue ...
Speaking in an interview with Bloomberg Television after her appearance at an AI event in Washington, Su highlighted the ...
AMD CEO Lisa Su told AI industry leaders and government officials that the increased price for TSMC's Arizona-based fab is ...
4hon MSN
TSMC posted strong Q2 growth, as demand for artificial intelligence (AI) chips continues to surge. While tariff uncertainty ...
TL;DR: TSMC's Arizona fab has secured contracts to produce Apple's S9 SiP for the Apple Watch and AMD's Ryzen 9000 series processors. Both products are now in production.
Total costs for the fab are expected to be more than $10 billion. Christian Koitzsch, former SVP and Dresden plant manager at Bosch, has been hired by TSMC to manage operations at the site.
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