TSMC Arizona: why the switch to 4nm?
$Taiwan Semiconductor(TSM.US$ $Apple(AAPL.US$ $NVIDIA(NVDA.US$ $Advanced Micro Devices(AMD.US$ Previous public statements from TSMC had said the plant would initially produce 5nm, but according to a report from Bloomberg, which cites sources familiar with the company’s plans, this has now been upgraded to 4nm, a process which allows the company to make smaller chips and deliver greater processing power and efficiency.
The move is likely to be announced on Tuesday, the report says, when US president Joe Biden and commerce secretary Gina Raimondo visit the site for a ceremony.
TSMC has apparently been under pressure from its US customers to deliver more advanced chips from the plant. Apple in particular is looking to source more components for the iPhone and its MacBook computers from the US after experiencing problems at its largest iPhone factory in China, which is operated by Foxconn.
AMD and Nvidia meanwhile are dealing with US sanctions on Beijing which have left them unable to do business with many Chinese partners. Both are fabless chip companies, meaning they design their own devices but do not have production facilities, instead relying on third parties such as TSMC.
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MCGOOZLE : LFG TSM!