- Oct 16, 2019
Taiwan Semiconductor is set to announce plans to build an advanced chip factory in Arizona as U.S. concerns grow about dependence on Asia for the technology.
Sorry about that, just posted the article without really thinking much at the time.
Anyway, this is a really drastic shift even to what TSMC were saying just days ago. Seems like the main node in question is N5 operational by the end of 2023, which is late for sure, but even still, a massive move. Especially considering they're starting off in Arizona, no doubt to they could potentially grab a hold over some workforce from a certain someone else in the area.
One more thing that makes this a huge move is TSMC's own wording on the node in question. They believe N5 is going to be one of their most long-lasting and popular nodes simply because the cost to go even smaller is so large most companies won't even try to develop silicon on a smaller node. Getting N5 operational and producing it there in a fab in the US is a move with rather long term effects.