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TSMC has just recently announced that they will be building a semiconductor factory in the US, thanks to the pressure from Trump administration. The 5 nm Fab will be built in Arizona, with construction starting in 2021. It will be finished in the year 2024 when the plant will operate at a capacity of 20,000 wafers per month. This is not a high number as TSMC Fabs usually operate at a rate of 100-150K wafers per month, however, the amazing thing is the location of the Fab. The US Fab in Arizona is set to change the global landscape of the semiconductor supply chain, as per the latest report from DigiTimes Research.
Arizona is a place in the US where lots of companies are building semiconductors. Intel, Raytheon, Microchip, ON Semiconductor, VLSI, Freescale, NXP, STMicroelectronics, Honeywell, Marvel, Amkor, Philips, and Western Digital have their facilities there and Arizona can be considered one of the key places for semiconductor manufacturing in the US. With TSMC adding their manufacturing facilities to that list as well, there could be a change in the supplier ecosystem. In light of the need for TSMC 5 nm Fab, the world's leading OSAT (Outsourced Semiconductor Assembly and Test) suppliers may be encouraged to set up local production in Arizona to help TSMC with its plans. A lot of OSAT providers are headquartered in Taiwan, however, if there is a need, they are possibly going to build their manufacturing facilities in Arizona. This alone could change the way semiconductor manufacturing facilities are supplied, and the US could become a major center of OSAT providers.
View at TechPowerUp Main Site
Arizona is a place in the US where lots of companies are building semiconductors. Intel, Raytheon, Microchip, ON Semiconductor, VLSI, Freescale, NXP, STMicroelectronics, Honeywell, Marvel, Amkor, Philips, and Western Digital have their facilities there and Arizona can be considered one of the key places for semiconductor manufacturing in the US. With TSMC adding their manufacturing facilities to that list as well, there could be a change in the supplier ecosystem. In light of the need for TSMC 5 nm Fab, the world's leading OSAT (Outsourced Semiconductor Assembly and Test) suppliers may be encouraged to set up local production in Arizona to help TSMC with its plans. A lot of OSAT providers are headquartered in Taiwan, however, if there is a need, they are possibly going to build their manufacturing facilities in Arizona. This alone could change the way semiconductor manufacturing facilities are supplied, and the US could become a major center of OSAT providers.
View at TechPowerUp Main Site
