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The latest news reports suggest that Apple is currently verifying the quality of TSMC Arizona-made chips—the process has reached a "final test stage" with samples from an initial batch being compared to "Made in Taiwan" product. TSMC's native foundries—utilizing the latest cutting-edge technologies—are accustomed to pumping out plenty of high-quality and advanced chips. Nikkei Asia believes that an approval—if USA-made silicon passes muster—will result in commercial mass-produced chips being delivered as soon as Q1 2025. This would be a significant victory for TSMC's relatively new Arizona fab—reported teething problems have caused delays and budgets to balloon. Apple could be the first of TSMC's customers to send products to market that have Arizona-manufactured silicon onboard.
Taiwan's chip-making industry is facing an uncertain future due to regional political tensions—in reaction, the nation's government has started shifting its stance on guarding TSMC's most advanced production processes. Leading-edge process technologies could be heading overseas, with new investments being considered at the Arizona campus. TSMC and Amkor are working on setting up advanced packaging and test facilities at the Peoria location, so current logistics are not ideal—US-made product has to be sent to an Amkor packaging facility in Taiwan. TSMC USA's future looks quite promising—AMD and NVIDIA are reportedly the next in line to receive locally produced samples for verification. Industry moles reckon that Team Green's advanced "Blackwell" AI GPUs could be produced in Peoria—based on alleged partnership negotiations from late last year.
View at TechPowerUp Main Site | Source
Taiwan's chip-making industry is facing an uncertain future due to regional political tensions—in reaction, the nation's government has started shifting its stance on guarding TSMC's most advanced production processes. Leading-edge process technologies could be heading overseas, with new investments being considered at the Arizona campus. TSMC and Amkor are working on setting up advanced packaging and test facilities at the Peoria location, so current logistics are not ideal—US-made product has to be sent to an Amkor packaging facility in Taiwan. TSMC USA's future looks quite promising—AMD and NVIDIA are reportedly the next in line to receive locally produced samples for verification. Industry moles reckon that Team Green's advanced "Blackwell" AI GPUs could be produced in Peoria—based on alleged partnership negotiations from late last year.


View at TechPowerUp Main Site | Source