Tuesday, December 6th 2022
TSMC Announces Updates for TSMC Arizona
TSMC today announced that in addition to TSMC Arizona's first fab, which is scheduled to begin production of N4 process technology in 2024, TSMC has also started the construction of a second fab which is scheduled to begin production of 3 nm process technology in 2026. The overall investment for these two fabs will be approximately US$40 billion, representing the largest foreign direct investment in Arizona history and one of the largest foreign direct investments in the history of the United States.
In addition to the over 10,000 construction workers who helped with construction of the site, TSMC Arizona's two fabs are expected to create an additional 10,000 high-paying high-tech jobs, including 4,500 direct TSMC jobs. When complete, TSMC Arizona's two fabs will manufacture over 600,000 wafers per year, with estimated end-product value of more than US $40 billion.
In line with TSMC's commitment to green manufacturing, it was also revealed that TSMC Arizona is in the planning stages for an on-site Industrial Water Reclamation Plant that when finished, will allow the TSMC Arizona site to achieve near zero liquid discharge.
"When complete, TSMC Arizona aims be the greenest semiconductor manufacturing facility in the United States producing the most advanced semiconductor process technology in the country, enabling next generation high-performance and low-power computing products for years to come," said TSMC Chairman Dr. Mark Liu. "We are thankful for the continual collaboration that has brought us here and are pleased to work with our partners in the United States to serve as a base for semiconductor innovation."
The announcements were made at TSMC's opening ceremony to celebrate the first batch of state of-the-art semiconductor manufacturing equipment to arrive in TSMC Arizona. The event took place in Phoenix, Arizona and brought together TSMC leaders, customers, suppliers, partners, government officials, and academia leaders to commemorate a milestone in TSMC's journey to bring leading-edge semiconductor manufacturing to the United States.
Presiding over the ceremony were TSMC Founder Dr. Morris Chang, TSMC Chairman Dr. Mark Liu, and TSMC CEO Dr. CC Wei. Notable guests of the event included President Joseph R. Biden, Jr., Department of Commerce Secretary Gina Raimondo, Arizona State Governor Doug Ducey, Phoenix City Mayor Kate Gallego, Apple CEO Tim Cook, AMD Chair and CEO Dr. Lisa Su and NVIDIA President and CEO Jensen Huang.
During the ceremony, TSMC revealed six semiconductor tools which are designed to support production of leading-edge semiconductor process technology. Among these include tools from long-time suppliers Applied Materials, ASM, ASML, Lam Research, KLA and Tokyo Electron.
"I'm deeply honored that we have been able to gather here to celebrate such a historic milestone for TSMC, which represents our dedication to building a semiconductor ecosystem here in the USA in order to better serve our customers," said TSMC CEO Dr. CC Wei during the ceremony. "This project is truly a testament to the Grand Alliance TSMC has formed with customers, suppliers and partners to further our collaboration and unleash innovation."
In addition to the over 10,000 construction workers who helped with construction of the site, TSMC Arizona's two fabs are expected to create an additional 10,000 high-paying high-tech jobs, including 4,500 direct TSMC jobs. When complete, TSMC Arizona's two fabs will manufacture over 600,000 wafers per year, with estimated end-product value of more than US $40 billion.
"When complete, TSMC Arizona aims be the greenest semiconductor manufacturing facility in the United States producing the most advanced semiconductor process technology in the country, enabling next generation high-performance and low-power computing products for years to come," said TSMC Chairman Dr. Mark Liu. "We are thankful for the continual collaboration that has brought us here and are pleased to work with our partners in the United States to serve as a base for semiconductor innovation."
The announcements were made at TSMC's opening ceremony to celebrate the first batch of state of-the-art semiconductor manufacturing equipment to arrive in TSMC Arizona. The event took place in Phoenix, Arizona and brought together TSMC leaders, customers, suppliers, partners, government officials, and academia leaders to commemorate a milestone in TSMC's journey to bring leading-edge semiconductor manufacturing to the United States.
Presiding over the ceremony were TSMC Founder Dr. Morris Chang, TSMC Chairman Dr. Mark Liu, and TSMC CEO Dr. CC Wei. Notable guests of the event included President Joseph R. Biden, Jr., Department of Commerce Secretary Gina Raimondo, Arizona State Governor Doug Ducey, Phoenix City Mayor Kate Gallego, Apple CEO Tim Cook, AMD Chair and CEO Dr. Lisa Su and NVIDIA President and CEO Jensen Huang.
During the ceremony, TSMC revealed six semiconductor tools which are designed to support production of leading-edge semiconductor process technology. Among these include tools from long-time suppliers Applied Materials, ASM, ASML, Lam Research, KLA and Tokyo Electron.
"I'm deeply honored that we have been able to gather here to celebrate such a historic milestone for TSMC, which represents our dedication to building a semiconductor ecosystem here in the USA in order to better serve our customers," said TSMC CEO Dr. CC Wei during the ceremony. "This project is truly a testament to the Grand Alliance TSMC has formed with customers, suppliers and partners to further our collaboration and unleash innovation."
12 Comments on TSMC Announces Updates for TSMC Arizona
Otherwise it doesn't seem like a very good business model to me :)
and
Makes me wonder just how much of that is actually coming out of their own pockets ????? My guess is somewhere around, oh I don't know, like probably a grand total of $0.00....the majority of which is most likely from the Chips Act, in other words: US Taxpayers
That's right peasants, pay up. Just because it's 2022, doesn't mean the rich still live like its 1500 or antiquity or entire human history. But at least you have a fab now, better than nothing. ;)
edit - anyone in this business? $40,000,000,000/600,000 wafers ~ $66,667/wafer?!?! Is that right?? Seems high to me.
AD102 (4090) costs around $120 - so end product value of a $18,000 wafer is around $184,000 if it is all 4090s.
Nvidia are probably doubling their investment with each card sold
That's pretty damn impressive considering the amount of water required. At the rate that the west is running out of water resources it should be a prerequisite for any large company going forward.
One step closer to relieving our unacceptable dependence on foreign based fabs. A repeat of COVID shortages and the economic gut punch it caused can never be allowed to happen again.
Better to have expensive chips than no chips.
600,000 wafers a Year at 18000 a piece is 10,800,000,000 so that 40 billion will be recouped fast and a fab lasts.