NVIDIA to be one of first customers of TSMC plant in Arizona

Posted on Tuesday, December 06 2022 @ 23:30 CET by Thomas De Maesschalck
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Reports out of Asia suggest NVIDIA and Apple will be among the first customers of the future TSMC fab in Arizona. This fab is expected to make 5nm chips and is believed to be ready for production in 2024. In February, Seeking Alpha noted the fab's construction was running about three to six months behind schedule.

More domestic chip production capacity is one of the big goals of both the US and the European Union, as both realize the world's supply is very concentrated in a tiny part of Asia.
Last month, Apple (AAPL) Chief Executive Tim Cook told employees that the tech giant would source some of its chips from Arizona as the company looks to diversify its supply chain.

"We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook told employees in Germany. "And in Europe, I’m sure that we will also source from Europe as those plans become more apparent."




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