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TSMC says first advanced U.S. chip plant 'dang near back' on schedule. Here's an inside look at the Arizona fab
CNBC ^ | Published Fri, Dec 13 2024 Updated Wed, Dec 18 2024 | Katie Tarasov

Posted on 01/04/2025 7:20:13 PM PST by SunkenCiv

Atop a newly completed, 3.5-million-square-foot building that stands on 1,100 acres in the Arizona desert north of Phoenix is a giant logo of a microchip wafer and the letters TSMC.

Taiwan Semiconductor Manufacturing Company's first Arizona chip fabrication plant, or fab, is making history because it's the most advanced chip fab on U.S. soil, and Apple has committed to being the site's largest customer.

CNBC first visited the fab in 2021, not long after TSMC broke ground. The company initially announced the plant would cost $12 billion and pump out 5-nanometer chips by the end of 2024. Three years later, that price tag has soared to $20 billion and full production is delayed until 2025.

Instead, the fab is in pilot production, making sample wafers and sending them to customers for verification. TSMC has committed to building two more fabs on the site by the end of the decade, for a total investment of $65 billion...

TSMC Arizona Chairman Rick Cassidy shows CNBC's Katie Tarasov around the company's newly completed fabrication plant, where it will make advanced chips on U.S. soil for the first time, Nov. 7, 2024.

With the help of some 2,000 employees, the fab is set to make more-advanced chips than originally planned. It will produce 4-nanometer chips, at a rate of 20,000 wafers per month, TSMC said...

In the event of aggression between China and Taiwan, an earthquake or some other event that impacts Taiwan for a period of time, "the entire market, the entire world could suffer from lack of availability of leading edge nodes," Newman said.

A deadly 7.4 magnitude earthquake in April briefly halted production in Taiwan and led to a $92 million loss for TSMC. The Arizona buildings are "well prepared" for earthquakes, Cassidy said.

(Excerpt) Read more at cnbc.com ...


TOPICS: Business/Economy
KEYWORDS: aapl; arizona; ccp; china; chipact; chipsact; cnbc; intel; katietarasov; rickcassidy; taiwan; tsmc
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To: Zathras

They bet wrong.


21 posted on 01/04/2025 10:33:53 PM PST by SunkenCiv (Putin should skip ahead to where he kills himself in the bunker.)
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To: SunkenCiv

Bfl


22 posted on 01/04/2025 10:45:30 PM PST by RoosterRedux (Emerson paraphrased, "If you strike at the king, don't fail." The Democrats failed. )
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To: SunkenCiv
in the Arizona desert north of Phoenix

Arizona is quickly being Californicated. For success, TSMC Arizona needs the freedom to operate on war time rules, or at least Taiwan employment rules, and be able to hire engineers based on merit again, which in practice means 90% German White, German Jew, and East Asian men. They might need to set up a 2 year accelerated engineering school so they don't end up with Intel's laid off H1B staff.

23 posted on 01/04/2025 11:07:41 PM PST by Reeses
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To: SunkenCiv
"TSMC plans to start production at its third Arizona fab, which Cassidy said is “probably going to be 2 nanometer and more advanced.”"

Two nanometer etchings is as small as it gets. You can get huge content on a chip with two mµ (2/1,000,000,000 metres). The air has to be perfectly filtered in the fabrication room. Fabrication takes lots of electricity and water.

24 posted on 01/05/2025 12:03:39 AM PST by jonrick46 (Leftniks chase illusions of motherships at the end of the pier.)
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To: Nateman

The fabrication process, with those dangerous chemicals, is totally isolated from the technicians running it.


25 posted on 01/05/2025 12:07:02 AM PST by jonrick46 (Leftniks chase illusions of motherships at the end of the pier.)
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To: SunkenCiv

https://www.msn.com/en-us/news/technology/it-s-the-most-indispensable-machine-in-the-world-and-it-depends-on-this-woman/ar-AA1wHmvg


26 posted on 01/05/2025 12:11:46 AM PST by 4Liberty (One person’s Socialism is another’s neighborliness. -Tim Walz>)
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To: The Duke

Pharmaceuticals and Rare Earth mining and processing.


27 posted on 01/05/2025 2:03:59 AM PST by FLT-bird
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To: SunkenCiv
Spent a couple of years working in a micro-chip clean room, (between my two stints in aviation).

Odd environment - nose bled from ultra-low humidity first few weeks. And eerily quiet, mainly just the hushed sound of the air handlers.

Did not like it at all, but would do almost anything for a paycheck....

28 posted on 01/05/2025 3:27:12 AM PST by Psalm 73 ("You'll never hear surf music again" - J. Hendrix)
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To: SunkenCiv

And have nose rings.


29 posted on 01/05/2025 4:54:21 AM PST by Sarcazmo (Dr. Sarcazmo esq. DDS, CCNA, DVM)
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To: Tai_Chung
I would have thought the US Military would be the largest customer.

The US military doesn't eat more hamburgers than the rest of the United States either. There are more iPhones than tanks, aircraft, and missiles combined.

30 posted on 01/05/2025 5:32:45 AM PST by GingisK
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To: Tai_Chung
No. It is very expensive. Apple, Intel, AMD, and NVidia will be the first users. They will pay very expensive rates to pay for the new FAB and process node. Other companies will get second run after TMSC makes refinements allowing for higher yields and cheaper prices.
31 posted on 01/05/2025 8:28:41 PM PST by rmlew ("Mosques are our barracks, minarets our bayoManets, domes our helmets, the believers our soldiers." )
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To: DIRTYSECRET

It’s inland. Arizona has no coast.


32 posted on 01/17/2025 7:17:24 PM PST by ifinnegan (Democrats kill babies and harvest their organs to sell)
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