TSMC’s development on its newest semiconductor fabrication facility in Arizona is progressing at breakneck speeds. Due to the photographic reporting abilities of Matt Schrader on Twitter, we are able to now witness the unbelievable development charge for what’s going to quickly develop into one of the crucial superior silicon fabrication services internationally.
The development grounds actually went from tumbleweeds to manufacturing unit shells in below six months, spelling a great tempo for the manufacturing unit’s anticipated spin-up in early 2024. That is what a cool $10 to $12 billion can do, as you possibly can see once you develop the under tweet.
TSMC Phoenix fab development website on March 2nd vs TSMC Phoenix fab development website at the moment pic.twitter.com/5a8Vn8et7yDecember 29, 2021
TSMC’s Arizona fab, christened Fab21, will occupy not less than 1,100 acres of land in Phoenix, Arizona, and can churn out tens of 1000’s of semiconductor wafers within the 5 nm class for the Taiwanese firm’s clients world wide (preliminary output is anticipated at 20K wafers, simply in need of the 25K TSMC considers for its GigaFab nomenclature). This consists of chips fabricated within the N5, N5P, and even N4 processes.
N5 and N5P have been tapped by each AMD and Apple, powering AMD’s already-announced Zen 4 CPUs and chiplet-based RDNA3 GPUs (that are certain to make it into our Finest Picks for graphics playing cards), in addition to Apple’s evolution of its authentic Apple Silicon, the M2 SoC (System-on-Chip).
Naturally, Qualcomm and Nvidia are additionally potential shoppers for TSMC’s chips; the previous is all however a given, particularly contemplating the way it lately moved manufacturing of its Snapdragon chips from Samsung to TSMC. It is arduous to think about the corporate going with one other foundry for its upcoming Nuvia Arm-based chips as properly, with which the corporate desires to formally go toe-to-toe towards the Intels and AMDs of the world. Nvidia nonetheless hasn’t confirmed that its next-gen shopper GPUs will use TSMC’s manufacturing, however its monstrous, information center-focussed Hopper does.
They proceed to not be messing round on the TSMC fab website in Phoenix. Lower than half a 12 months later. https://t.co/bdGqWDpCFC pic.twitter.com/Ov5GVlumprJune 11, 2022
The Arizona fab is of strategic significance for TSMC’s bid to extend its 5 nm output past the 25% already deliberate for 2022. Intel has additionally develop into a buyer of the Taiwanese producer — Intel CEO Pat Gelsinger lately visited Taiwan in a bid to safe further capability for the corporate’s silicon designs.
It is also a bid for the corporate to insulate its IP and manufacturing capacities from geopolitical considerations, contemplating the proximity of China — the place some imagine the nation ought to seize TSMC for its treasure trove of technological innovation.