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.

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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