TSMC announced in May 2020 that it will build a fab in Arizona, which officially started construction in June last year. After more than a year of construction, it will soon start moving in the first batch of equipment. It is planned to be operational in 2024.
The first batch of equipment at TSMC's Arizona plant is expected to enter the plant on December 6, and TSMC will also hold a plant entry ceremony for this.
Apple CEO Cook, Nvidia CEO Huang Renxun, and AMD CEO Su Zifeng are expected to attend the first batch of equipment entering the TSMC Arizona plant on December 6th.
Apple, Nvidia, and AMD are all major customers of TSMC, especially Apple, which occupies most of TSMC’s advanced manufacturing capacity and contributes a large amount of revenue to TSMC; although Nvidia also has foundry cooperation with Samsung Electronics, there is news Said that the new RTX40 series they launched in September is still in cooperation with TSMC; although AMD cannot obtain most of TSMC's production capacity after the most advanced process technology is put into a production like Apple, TSMC's advanced process technology is also their continuous development in recent years. an important factor in making progress.
For TSMC, Apple, AMD, and Nvidia are major customers. For the three companies, TSMC is an important partner. It is not surprising that the CEOs of the three companies attended the entry ceremony of the first batch of equipment at TSMC’s Arizona plant.
Apple, AMD, and Nvidia are also likely customers of TSMC’s Arizona plant. Apple CEO Cook said last month that they have decided to purchase chips from a factory in Arizona. Although he did not specify the specific manufacturer, it is generally believed to be TSMC.
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