TSMC confirms 3nm fab in Arizona to make neighbor Intel sweat a little more
TSMC founder Morris Chang has confirmed the Taiwanese foundry giant's plan to build a 3nm chip manufacturing plant in Arizona alongside its 5nm fab that is slated to open in 2024.
Chang said on Monday while the 3nm fab plan isn't finalized, the advanced chip manufacturing plant would represent the second phase of TSMC's chip site in Phoenix, Arizona, according toIf the Asian contract chip manufacturer sticks to its guns, the move would put more heat on Intel, which is trying to surpass TSMC and Samsung in advanced chip-making capabilities by 2025 and build a competing foundry business thatIntel has announced plans to build next-generation fabs in Arizona and Ohio...
TSMC's plan to build a 3nm plant alongside its 5nm fab, which completed construction over the summer, shows that the Asian chipmaker is keen on making the US a bigger home for its advanced manufacturing capabilities, which, as of now, only exist in Taiwan and China. The move also means TSMC could potentially compete with Intel on 3nm chips for US customers who need to keep manufacturing domestic for national security concerns. However, that assumes said US customers would be fine with a foreign company manufacturing their chips stateside.
Beyond national security concerns, the 3nm plant could help TSMC win business from companies and other organizations who want their chips made in the US to reduce their dependency on chipmakers in the East. After all, there is concern that if China were to invade Taiwan, it would upset the world's supply chain for chips, given that most advanced chipmaking happens on the island nation.
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