TSMC and AppleTSMC to build a second plant north of Phoenix.
https://www.taipeitimes.com/News/biz/archives/2022/11/10/2003788600
TSMC to build new 3nm chip at Arizona plant
https://techcrunch.com/2022/11/20/tsmc-3-nanometer-arizona/
TSMC founder Morris Chang said today that the semiconductor giant and Apple supplier will build 3-nanometer chips at its factory in Arizona, though final plans are not ready yet. The factory is currently under construction, with plans to begin production in 2024.
During a press conference in Taipei, Chang said “three-nanometer, TSMC right now has a plan, but it has not been completely finalized,” Reuters reports. “It has almost been finalized—in the same Arizona site, phase two. Five-nanometer is phase one, 3-nanometer is phase two.”
Applie to buy chips from Arizona plant starting in 2024
(Apple currently buys A and M series chips from TSMC)
https://www.cnbc.com/2022/11/15/apple-to-buy-chips-from-arizona-factory-ceo-tim-cook-reportedly-says.html
“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook said, according to Bloomberg. Chemtrade in JV to build plant 80 miles south of TSMC plant(s) in Arizona.
Slide 21
https://www.chemtradelogistics.com/wp-content/uploads/2022/11/Chemtrade-2022-Investor-Day-Presentation.pdf