TSMC Expands Arizona Investment to $165B, Aims for Leading-Edge Manufacturing Cluster

Earnings Call
04/17
TSMC announced plans to invest an additional $100 billion in Arizona, expanding their total U.S. investment to $165 billion. This includes three new wafer fabs, two advanced packaging facilities, and an R&D center. The expansion aims to create a "gigafab cluster" supporting leading-edge customers in AI, HPC, and smartphone applications. TSMC's first Arizona fab is already in high-volume production using 4nm technology, while the second fab will use 3nm technology. The third and fourth fabs will utilize 2nm and A16 processes. Upon completion, about 30% of TSMC's 2nm and more advanced capacity will be in Arizona.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

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