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TSMC has received orders from three local customers, and the U.S. factory is expected to start trial production in the first quarter of next year

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2023-12-24 10:05:47447browse

News from this site on December 21, according to TechNews reports, TSMC’s Fab21 factory in Arizona, USA is currently in the intensive equipment installation and debugging stage, and has started the construction of a small-scale trial production line. Obtained orders from 3 American customers.

消息称台积电美国工厂明年第 1 季度试生产,已获 3 家本土客户订单
Source Pexels

According to industry sources, the Fab21 factory is scheduled to start in the first quarter of 2024 Trial production, these orders mainly come from US customers

According to reports, among the current US customers of TSMC’s Fab21 factory, in addition to NVIDIA, there are also signs that Intel may outsource core computing to TSMC’s N3B process, and may Will place orders for Fab21 factory

According to previous reports, TSMC announced in 2020 that it will build a 12-inch wafer Fab21 in Arizona. It is expected to start the formal installation of equipment in the first quarter of 2024 and by the end of 2024. Official mass production started. The initial stage of Fab21 will be produced using a 5nm process, with a monthly production capacity of 20,000 wafers

TSMC later upgraded the initial process from 5nm to 4nm. However, due to a lack of skilled installation workers in the region, TSMC has postponed the start of mass production to 2025. The project plans to launch the second phase in 2026, which introduces the 3-nanometer process. The total investment is US$40 billion

Industry sources also admitted that Fab21’s manufacturing costs are very high and cannot compete with TSMC’s existing factories. In addition, there is news that the factory has no packaging capabilities

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