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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