When will TSMC's first Arizona fab open?
11
390Ṁ2222
resolved Jun 23
100%95%
2025H1 or earlier
3%
2025H2
0.6%
2026H1
0.6%
2026H2
0.7%
2027 or later

TSMC's first fab in Arizona (with an N4 process) was previously scheduled to open in 2024 (https://pr.tsmc.com/english/news/2977) but then was delayed to 2025 (https://www.bloomberg.com/news/articles/2023-07-20/tsmc-to-delay-us-fab-production-until-2025-over-worker-shortages). I expect there will be an opening ceremony, like there was for the recently opened new fab in Japan (https://pr.tsmc.com/english/news/3113) and I will resolve this question at that date. Otherwise, I will resolve the question when there are news reports of production beginning at the fab.

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Axios says they started production in 2024, so I think this has already resolved.

FWIW, I'd be interested in follow-up questions about yields and whether they'll hit their target to produce "30% of its most advanced AI chips" in the US.

@JavierPrieto oh whoops, missed this, I think you’re right.

bought Ṁ750 YES

now I’ve got to figure out how to resolve questions, it’s not obvious off of my phone

bought Ṁ10 YES

"TSMC Arizona's first fab is on track to begin production leveraging 4 nm technology in first half of 2025" (2024-04-08).

https://pr.tsmc.com/english/news/3122

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