TSMC discreetly started building a third chip factory in Arizona yesterday. The information is US Department of Commerce that launched a press release.
The company received yesterday the authorization to start construction and construction equipment began operating on site a few hours after receiving approval. The inauguration of the new factory follows a $ 100 billion commitment to the company’s investment in the US.
The commitment was announced by President Trump earlier and is part of the campus that TSMC is setting up Arizona. The company’s initial investment was $ 65 billion.
Also yesterday, the Secretary of Commerce, Howard Lutnick, visited the place. In the press release, the Department of Commerce also stressed that TSMC’s US $ 100 billion investment will create 40,000 civil construction jobs in the US and will contribute more than $ 200 billion to Arizona’s economy.
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TSMC no Arizona
The TSMC campus in Arizona is the company’s largest operational presence in the US. The initial investment was already forecast of three factories, with the third factory intended for advanced products in technologies such as the node of 2 nanometers.
The launch of the cornerstone occurred on the same day the company received the construction licenses. And it seems to have been synchronized with reports from Taiwanese media, which claim that TSMC has not yet sent details of its additional US investment in the US for approval by the Taiwanese government.
The main objective of the factory in Arizona is to provide US companies their chips needs internallyinstead of having to purchase products from abroad, especially from Taiwan. With this, the company can circumvent the import rates Trump threatens to return.
Repercussion
Apple’s CEOs, Nvidia and AMD shared their comments with excitement.
In the case of Apple, the company is the largest client of TSMC and depends on the company’s chips for the production of smartphones, tablets and laptops. Although, Even if the company purchased factory chips in Arizona, they would probably have to be sent abroad for the final assembly.
Jensen Huang, CEO da Nvidia, It is hoping that the government alter the AI ​​diffusion rules that restrict unrestricted sales of advanced chip production to 17 countries and Taiwan. He praised “government support for manufacturing in the US.” Huang believes these investments are vital to the future.
AMD CEO, Dr. Lisa Su, went further and shared that her company plans Use TSMC’s N2 manufacturing process for high performance computing applications (HPC). The chips will be used in modeling, research, IA and other applications.
Despite the excitement manifested by the CEOs, the market did not seem to react with the same enthusiasm and the company’s actions did not have a significant variation, at least linked to the news.
Source: American Trade Department.
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Source: https://www.adrenaline.com.br/tendencia/tsmc-inicia-construcao-de-uma-terceira-fabrica-de-chips-nos-eua/
