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TSMC's US chip operations are booming right now, as it is reported that firms like Apple, AMD, and NVIDIA have placed massive orders at the Arizona facility to combat the tariff uncertainty.
TSMC's Arizona Operations Are Now Growing at a Massive Rate, As Trump Tariffs Force Firms To Place Chip Orders In US
It seems like Trump's plans to bring production back to the US are working out, as companies are trying to front-run the uncertainty by placing massive orders at TSMC's chip facilities. According to a report by DigiTimes, it is claimed that tech giants, who previously saw sourcing chips from the US as an expensive venture, are now rushing to place orders at TSMC Arizona in an attempt to counter the influence of Trump tariffs on the supply chain. With massive demand, the Taiwan giant is set to implement a harsh price hike on an "already expensive" node.
TSMC is set to implement a 30% price hike on its 4nm chip production in the US, citing an imbalance in supply/demand figures. It is claimed that major tech giants, including Apple, NVIDIA, and AMD, are rushing to place orders at TSMC Arizona, and given that TSMC US wasn't expecting such a demand, this has created supply chain disruptions. The Arizona facility is said to come with a monthly wafer output of 20,000 to 30,000 units, which isn't enough to cater to the massive demand coming their way.
It seems like TSMC's ambitions to expand into the US are finally working out, courtesy of Trump's tariff policies. Companies are facing uncertainty right now, and with the administration reportedly drafting out new chip tariffs, many companies are now looking to place orders at TSMC in the US. So, for now, the spotlight is away from Taiwan, and it seems like a clear win for the administration.
NVIDIA recently announced a $500 billion investment in the US, with TSMC US being the primary chip supplier. AMD said that their Turin server CPUs are now being validated at TSMC Arizona. Interestingly, there's no mention of interest in Intel Foundry at all, and despite Team Blue being a native chipmaker, the attraction isn't towards them. However, this looks to change with Intel's future processes, including the 18A node, but for now, all eyes are on TSMC.
wccftech.com
TSMC's Arizona Operations Are Now Growing at a Massive Rate, As Trump Tariffs Force Firms To Place Chip Orders In US
It seems like Trump's plans to bring production back to the US are working out, as companies are trying to front-run the uncertainty by placing massive orders at TSMC's chip facilities. According to a report by DigiTimes, it is claimed that tech giants, who previously saw sourcing chips from the US as an expensive venture, are now rushing to place orders at TSMC Arizona in an attempt to counter the influence of Trump tariffs on the supply chain. With massive demand, the Taiwan giant is set to implement a harsh price hike on an "already expensive" node.
TSMC is set to implement a 30% price hike on its 4nm chip production in the US, citing an imbalance in supply/demand figures. It is claimed that major tech giants, including Apple, NVIDIA, and AMD, are rushing to place orders at TSMC Arizona, and given that TSMC US wasn't expecting such a demand, this has created supply chain disruptions. The Arizona facility is said to come with a monthly wafer output of 20,000 to 30,000 units, which isn't enough to cater to the massive demand coming their way.
It seems like TSMC's ambitions to expand into the US are finally working out, courtesy of Trump's tariff policies. Companies are facing uncertainty right now, and with the administration reportedly drafting out new chip tariffs, many companies are now looking to place orders at TSMC in the US. So, for now, the spotlight is away from Taiwan, and it seems like a clear win for the administration.
NVIDIA recently announced a $500 billion investment in the US, with TSMC US being the primary chip supplier. AMD said that their Turin server CPUs are now being validated at TSMC Arizona. Interestingly, there's no mention of interest in Intel Foundry at all, and despite Team Blue being a native chipmaker, the attraction isn't towards them. However, this looks to change with Intel's future processes, including the 18A node, but for now, all eyes are on TSMC.
TSMC's Arizona Facility Sees Massive Interest After Trump Tariffs; 4nm Pricing To Be Raised By 30% To Meet Demand
TSMC's US chip operations are booming, as it is reported that firms like AMD, and NVIDIA have placed massive orders at the Arizona fab.
wccftech.com
