TSMC aims to produce 2nm chips at its second Arizona plant by 2028, potentially advancing the original 3nm chip production timeline. However, the Taiwanese government acknowledges potential delays to 2029 or 2030.
Arizona Chip Plants: Challenges and Developments
TSMC's Arizona plants, initially hailed as a CHIPS Act success, have faced setbacks. Delays, increased costs, and the need for larger subsidies have impacted the project. The plants will initially produce larger-process chips for older devices. Apple, initially planning to purchase US-made chips, may adjust its procurement strategy due to potential higher costs.
Bringing in Taiwanese workers to expedite construction sparked controversy and a discrimination lawsuit from US workers. The production of more advanced chips in the US, lagging behind Taiwan's production, raises questions about the long-term impact of the project.
While the first Arizona plant is set to begin 4nm chip production in 2025, the second plant's 2nm chip production remains uncertain. The Samsung Galaxy S25 and other devices may benefit from these advancements if production stays on track.
TSMC's ambitious plans, backed by up to $6.6 billion in CHIPS Act funding, face scrutiny. The potential for 2nm chip production in the US signifies a step towards technological independence, but challenges remain. For more on tech developments, see Xiaomi's Software Update Policy.