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- TSMC’s New Arizona Fab! Apple Will Finally Make Advanced Chips In The U.S.
TSMC’s New Arizona Fab! Apple Will Finally Make Advanced Chips In The U.S.
On 1,100 acres in the Arizona desert north of Phoenix, a newly completed 3.5-million-square foot building is making history as the most advanced chip fabrication plant on U.S. soil. It’s Taiwan Semiconductor Manufacturing Company’s first of three Arizona fabs, which will total a $65 billion investment when they’re complete at the end of the decade. Apple has committed to being the site’s largest customer. Full production has been delayed until 2025, but pilot production has begun. CNBC got an exclusive first look at the fab, where TSMC chairman Rick Cassidy says the project is “dang near back on the original schedule.”
Chapters:
00:00 - Introduction
2:19 - ‘Dang near back’ on schedule
6:13 - Why reshoring matters
9:57 - Securing CHIPS Act funds
12:10 - Workers, water, and power
Credits:
Produced and Shot by: Katie Tarasov
Edited by: Evan Lee Miller
Additional Camera: Andrew Evers, Eric Clark, Jordan Smith
Supervising Producer: Jeniece Pettitt
Animation: Jason Reginato, Christina Locopo
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TSMC’s New Arizona Fab! Apple Will Finally Make Advanced Chips In The U.S.
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Video Transcript
On 1,100 acres in the middle
of the Arizona desert.
Only one set of buildings
rises above the horizon as
far as the eye can see.
We started construction well
before the CHIPS Act came
along, and that's in April
of '21.
This recently completed 3.
5-million-square-foot
building is Taiwan
Semiconductor Manufacturing
Company's first Arizona chip
fabrication plant– or fab-
making history not only for
its enormous size- but
because it's by far the most
advanced chip fab on U.S.
soil.
So pilot production has
started in this building
when we are here. Three
years ago, it was steel
beams and dirt. What kind
of investment has it taken
to get to this point?
About $20 billion.
When we first visited, TSMC
was far from a household
name. But the chip shortage
and AI boom has thrust it
into the spotlight.
TSMC manufactures some 92%
of the world's most advanced
chips, in everything from
Nvidia GPUs to Apple
iPhones. And now, for the
first time in history, TSMC
is starting to make those
advanced chips here in the
U.S. customers like Apple
are starting to make their
chips here, with two more
fabs planned by the end of
the decade.
The facility over here is
our fab 2.
You can see the steel has
been completed.
But bringing advanced chip
manufacturing to the U.S.
has proven difficult.
Volume production, is
supposed to begin this year,
is delayed until 2025.
The Commerce Department
recently hit TSMC with new
shipping bans after its
chips ended up in Huawei
devices, despite export
controls.
And incoming President
Donald Trump stirred up
fears when he expressed
opposition to the CHIPS Act
during his campaign.
TSMC is getting $6.6
billion from the bill.
The CHIPS Act was
bipartisan and it had huge
Republican support when it
passed.
Right now, we buy every
single AI chip from one
company in Taiwan.
That makes America less
safe, and so repealing the
CHIPS Act would make
Americans less safe, I just
don't think they'll do
that.
CNBC visited northern
Phoenix for an exclusive
first look at TSMC's first
completed fab – and asked
its top executives exactly
what's in store for U.S.
