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TSMC Is Considering a 3nm Foundry In Arizona (arstechnica.com) 32

An anonymous reader quotes a report from Ars Technica: Reuters reports that TSMC -- Taiwan Semiconductor Manufacturing Company, the chip foundry making advanced processors for Apple, AMD, and Qualcomm -- is beefing up its plans to build factories in Arizona while turning away from an advanced plant in Europe. Last year, TSMC announced that it would invest $10-$12 billion to build a new 5 nm capable foundry near Phoenix, Arizona. According to Reuters' sources, TSMC officials are considering trebling the company's investment by building a $25 billion second factory capable of building 3 nm chips. More tentative plans are in the works for 2 nm foundries as the Phoenix campus grows over the next 10-15 years as well. TSMC's focus on the US rather than Europe may have a lot to do with the company's market -- in Q1 2021, 67 percent of its sales were in North America, 17 percent were in Asia Pacific, and only 6 percent came from Europe and the Middle East. The majority of TSMC's European clients are auto manufacturers who buy cheaper and less-advanced chips.
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TSMC Is Considering a 3nm Foundry In Arizona

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