When will TSMC's first Arizona fab open?
Basic
10
Ṁ1262
2027
67%
2025H1 or earlier
22%
2025H2
4%
2026H1
3%
2026H2
4%
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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Ṁ1,000
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bought Ṁ10 2025H1 or earlier 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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