TSMC's Arizona plant to move first equipment in, Apple expects to take a third of capacity
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Update time : 2022-12-02 15:42:25
After more than a year of construction, TSMC's Arizona fab, announced in May 2020 and officially started in June last year, is about to start moving in its first equipment and is scheduled to be operational in 2024.
For TSMC's fab in Arizona, their major customer for many years, Apple, is expected to remain one of the customers of this factory. Apple CEO Cook has also said last month that they have decided to purchase chips from a factory in Arizona, although he did not specify the specific manufacturer, but it is widely believed to be TSMC.
The latest reports from the foreign media indicate that about one-third of TSMC's Arizona plant's capacity will be used to OEM chips for Apple.
According to TSMC's initial announcement, their Arizona plant is planned to have a monthly capacity of 20,000 wafers, with one-third of that capacity being used for Apple, which means 6,000-7,000 wafers per month for Apple's products.
However, the foreign media also mentioned in the report that even if Apple purchases chips from TSMC's Arizona plant, they will not be used for the production of devices nearby, and are expected to be sent to Asia for eventual use in the assembly of related products.
TSMC's plant in Arizona is planned to be built using a 5nm process to foundry wafers for related customers, but this plan could change, with news that a 4nm process will be used after production.
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