TSMC's Arizona Chip Production Yields Surpass Taiwan's

(bloomberg.com)

27 points | by ironyman 20 hours ago ago

4 comments

  • kylehotchkiss 19 hours ago

    Does this mean we can soon approach a point where the leading chip designs won’t be sent abroad for fabbing? Would be a national security miracle

    • ksec 18 hours ago

      Define "soon" and "leading".

      In terms of yield, volume, and delivery. TSMC will be shipping 2nm in late 2025, while TSMC US will be doing 4nm, a variation of their 5nm in the same time frame.

      That is 3-4 years behind. I guess TSMC could make TSMC US roughly 2 years behind Taiwan. And there are plenty of usage for these nodes. I mean most GPU sold are still in 4 / 5nm.

      For US to be back in the lead in terms of node, they could only count on Intel.

  • ironyman 20 hours ago

    archive/paywall: https://archive.is/MckxG