Taiwan Semiconductor Manufacturing Co Ltd (TSMC) is planning to build several more chipmaking factories in the U.S. state of Arizona beyond the one currently planned. In May 2020, TSMC announced they would build a $12 billion factory in Arizona. This was a win for the Trump administration to bring global tech supply chains back from China.
TSMC is setting up a 12-inch wafer fabrication plant in Phoenix, and the facility is expected to start volume production in 2024. The first plant had a planned output of 20,000 wafers per month using 5-nanometer technology. Five additional fabs for Arizona are being planned.
The new plan is to nearly triple investment in Arizona fabs from $12 billion to $35 billion. This will increase production to 100,000 wafers per month.
The new expansion might be partially motivated by a risk reduction move in case of Taiwan-China tensions.
IF Taiwan and China had tensions, then two planeloads of key personnel from TSMC would be able to fly out and continue and expand operations from Arizona.
China would have to capture TSMC fabs in Taiwan with no damage to key EUV equipment. Intel has access to the same EUV equipment but is not able to use them as well as TSMC.
TSMC has the following fabs in operation as of 2020:
Four 300 mm “GIGAFABs” in operation in Taiwan: Fab 12 (Hsinchu), 14 (Tainan), 15 (Taichung), 18 (Tainan)
Four 200 mm wafer fabs in full operation in Taiwan: Fab 3, 5, 8 (Hsinchu), 6 (Tainan)
TSMC China Company Limited, 200 mm: Fab 10 (Shanghai)
TSMC Nanjing Company Limited, 300 mm: Fab 16 (Nanjing)
WaferTech LLC, TSMC’s wholly-owned US subsidiary, a 200 mm fab: Fab 11 (Camas, Washington)
SSMC (Systems on Silicon Manufacturing Co.), a joint venture with NXP Semiconductors in Singapore, 200 mm, where production started at the end of 2002
One 150 mm wafer fab in full operation in Taiwan: Fab 2 (Hsinchu)
Fab partially online as of 2021:
Fab 18, 300 mm (Tainan), phase 3 and 4
Fab planned as of 2020:
TSMC has four Backend Fabs under operation: Fab 1 (Hsinchu), 2 (Tainan), 3 (Taoyuan City), and 5 (Taichung)
SOURCES- Market Screener, Wikipedia, EE News Europe, United Daily News
Written By Brian Wang, Nextbigfuture.com