December 3, according to foreign media reports, TSMC in May 2020 announced the construction of the fab in Arizona, in June last year officially started construction, after more than a year of construction, will soon begin to move into the first batch of equipment, according to plans will be put into operation in 2024.
From the foreign media reports, the TSMC Arizona factory’s first batch of equipment is expected to enter the factory on December 6, TSMC will also hold a ceremony for this into the factory.
In addition, the foreign media also mentioned in the report, Apple CEO Cook, Nvidia CEO Huang Jen-Hsun, and AMD CEO Su Zi-Feng are expected to attend the TSMC Arizona factory on December 6, the first batch of equipment into the factory ceremony.
Apple, Nvidia and AMD, are TSMC’s major customers, especially Apple, occupying most of TSMC’s advanced process capacity, contributing a large amount of revenue for TSMC; Nvidia and Samsung Electronics also have foundry cooperation, but sources say that they launched in September RTX40 series of new products, is still working with TSMC; AMD, although not as Apple to get TSMC’s most advanced process production After most of the capacity, TSMC’s advanced process technology, but also an important factor in their continued progress in recent years.
For TSMC, Apple, AMD and Nvidia are major customers, and for all three companies, TSMC is an important partner, and it was no surprise that the CEOs of all three companies attended the inauguration of the first equipment at TSMC’s Arizona facility.
Notably, Apple, AMD and Nvidia are also likely to be customers of TSMC’s Arizona plant. Apple CEO Cook has said last month, they decided to purchase chips from a factory in Arizona, although he did not specify the specific manufacturer, it is widely believed that TSMC.
