Due to the protectionist policies that the US has been taking in recent years, and that will presumably continue after the arrival of the controversial Donald Trump to power, companies like TSMC have been building new facilities to manufacture their chips in North American territory for some time.
One of these facilities are the factories that the Taiwanese company is creating in Arizona. These facilities will begin large-scale chip manufacturing during the first three months of 2025, but these chips will have a significant extra cost, since, according to They claim in Taiwanese media, The operating costs of these facilities will be considerably higher than those of the factories they have in their home country.
Specifically, it speaks of costs 30% higher than those of Taiwan facilities that could lead to an increase in the prices of the chips manufactured and sold by the company.
Initially, as we have already mentioned, TSMC will not be able to manufacture chips for its most advanced nodes outside of Taiwan due to the restrictions imposed by your government to maintain a certain technological independence. This means that the Arizona plant will manufacture chips with its 4 nanometer node, leaving the 2 nanometers for the facilities of their country of origin.
The first part of the P1 plant at the Arizona facilities is expected to manufacture about 20,000 chips per month for its main customers, such as AMD, NVIDIA or Qualcomm. The second part of this plant will begin mass production later, towards the middle of 2025.
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Antonio Delgado
Computer Engineer by training, editor and hardware analyst at Geeknetic since 2011. I love to tear apart everything that passes through my hands, especially the latest hardware that we receive here for reviews. In my free time I tinker with 3D printers, drones and other gadgets. For anything, here you have me.
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