TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Tech industrySemiconductor manufacturingTSMCUS industrial policy
TSMC’s Arizona project began in 2020 as a planned US$12 billion, 5nm fab with production targeted for 2024. The first fab shifted to N4, was delayed to 2025 because of a shortage of skilled equipment-installation workers, and entered volume production in late 2024; customers including NVIDIA, AMD and Apple have since cited Arizona-made chips or products. Federal CHIPS Act support and successive expansion plans have turned the Phoenix site into a proposed US$265 billion cluster of fabs, packaging facilities and R&D, with Fab 2 complete, Fab 3 topped out, and initial work started on Fab 4 and a packaging plant. The main uncertainty is timing and final process assignments for the later fabs: TSMC has repeatedly pulled schedules forward or revised node plans, while its newest US$100 billion expansion has no firm schedule.
Key moments
- May 15, 2020TSMC announces a US$12 billion 5nm fab in Arizona
- Dec 6, 2022Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total
- Jul 20, 2023TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workers
- Apr 8, 2024Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028
- Dec 2024First Arizona fab enters volume production on N4
- Mar 4, 2025TSMC adds US$100 billion for three more fabs, two packaging plants and an R&D center: US$165 billion total
- Jul 17, 2025Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona
- Jan 15, 2026TSMC says it is pulling forward Arizona fab schedules toward an independent gigafab cluster
- Jul 16, 2026Another US$100 billion for Arizona: total reaches US$265 billion for more 2nm fabs and packaging
In numbers
Data and sources (6 points)
| Date | TSMC's announced Arizona investment | Entry |
|---|---|---|
| May 15, 2020 | $12B | TSMC announces a US$12 billion 5nm fab in Arizona |
| Jun 1, 2021 | $12B | TSMC begins construction at its Arizona fab site |
| Dec 6, 2022 | $40B | Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total |
| Apr 8, 2024 | $65B | Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028 |
| Mar 4, 2025 | $165B | TSMC adds US$100 billion for three more fabs, two packaging plants and an R&D center: US$165 billion total |
| Jul 16, 2026 | $265B | Another US$100 billion for Arizona: total reaches US$265 billion for more 2nm fabs and packaging |
Timeline
Earlier years show only their entries' dates and titles. Click a year heading to show the details.
20267 entries
- AnnouncementKey moment
Another US$100 billion for Arizona: total reaches US$265 billion for more 2nm fabs and packaging
Alongside second-quarter 2026 results, chairman C.C. Wei said TSMC would invest an additional US$100 billion in Arizona to build several more wafer fabs for 2-nanometer and below technologies plus advanced packaging fabs, bringing the state total to US$265 billion. Wei said there was a plan but no firm schedule for the new sites.
- CNBC · Jul 16, 2026 ·
TSMC will invest an additional $100 billion in Arizona to meet strong customer demand, bringing its total investment in the state to $265 billion, Wei added.
- TSMC earnings conference transcript / LSEG StreetEvents · Jul 16, 2026 ·
The schedule will depend on the market situation, you know that.
- CNBC · Jul 16, 2026 ·
- Financial
TSMC board approves up to US$20 billion for TSMC Arizona
TSMC's board approved a capital injection of no more than US$20 billion into TSMC Arizona. The authorization was disclosed in a Form 6-K filing with the U.S. Securities and Exchange Commission.
- TSMC Form 6-K / U.S. Securities and Exchange Commission · May 12, 2026 ·
Approved the capital injection of not more than US$20 billion to TSMC Arizona, a wholly-owned subsidiary of TSMC.
Editor's note: The Form 6-K states that TSMC's board approved a capital injection of not more than US$20 billion to TSMC Arizona, a wholly owned subsidiary. The filing and the board resolutions are dated May 12, 2026.
- TSMC Form 6-K / U.S. Securities and Exchange Commission · May 12, 2026 ·
- Update
TSMC Arizona holds Fab 3 topping-out ceremony
TSMC Arizona held a topping-out ceremony for Fab 3 with Phoenix Mayor Kate Gallego and TSMC Arizona executives. TSMC Arizona said it celebrated the topping of its third fab in May.
- City of Phoenix · May 5, 2026 ·
Today, Mayor Kate Gallego and Taiwan Semiconductor Manufacturing Company Arizona executives participated in the “Topping Out Ceremony” for the third semiconductor manufacturing facility known as ‘Fab 3’.
- TSMC Arizona · Jun 2026 ·
TSMC Arizona celebrated the topping of our third fab in May.
Editor's note: The page is readable and dated May 05, 2026. It states that Mayor Kate Gallego and TSMC Arizona executives participated in the Fab 3 topping-out ceremony, and it says May marks the relevant TSMC milestone.
- City of Phoenix · May 5, 2026 ·
- Update
Initial construction starts on fourth Arizona fab and packaging plant
TSMC started initial construction on its fourth Arizona fab and first advanced-packaging plant. The City of Phoenix reported that TSMC announced the start during the preceding month.
- City of Phoenix · May 5, 2026 ·
Just last month, TSMCannounced that initial construction had started on the fourth fab and the first advanced packaging plant which is a key supply chain cog.
- TSMC Arizona ·
Fourth Fab and First Advanced Packaging Fab: In early 2026, the company started initial stages of construction.
Editor's note: The page dated May 5, 2026 states that TSMC announced initial construction on the fourth fab and first advanced-packaging plant "just last month," supporting an April 2026 event date. It also describes the facilities as the fourth fab and first advanced packaging plant.
- City of Phoenix · May 5, 2026 ·
- Response
TSMC says all advanced packaging remains in Taiwan
TSMC told EE Times that all of its advanced packaging was in Taiwan. TSMC planned two advanced-packaging facilities at its Arizona site.
- EE Times · Mar 6, 2026 ·
Currently, all of TSMC’s advanced packaging is in Taiwan.
Editor's note: The EE Times article states that a TSMC spokesperson said all of its advanced packaging is currently in Taiwan and that two advanced-packaging facilities are planned at TSMC Arizona. It is dated 2026-03-06, which matches the node's March 2026 date.
- EE Times · Mar 6, 2026 ·
- Announcement
Apple plans to buy over 100 million TSMC Arizona chips in 2026
Image: Apple, press image · source · editorial use Apple said it was on track to purchase well over 100 million advanced chips produced by TSMC at its Arizona facility in 2026. Apple said this would be an increase from 2025.
- Apple · Feb 24, 2026 ·
In 2026, Apple is on track to purchase well over 100 million advanced chips produced by TSMC at its Arizona facility — a significant increase from 2025.
Editor's note: The Apple Newsroom page is readable and states that Apple is on track to purchase well over 100 million advanced TSMC Arizona chips in 2026, a significant increase from 2025. The page is dated February 24, 2026.
- Apple · Feb 24, 2026 ·
- AnnouncementKey moment
TSMC says it is pulling forward Arizona fab schedules toward an independent gigafab cluster
On the fourth-quarter 2025 call, TSMC said it was pulling forward existing fab schedules in Taiwan and Arizona, that Arizona yields and defect density were almost equal to Taiwan, and that the plan would scale an independent gigafab cluster in Arizona with around 30 percent of 2nm-and-more-advanced capacity.
- TSMC 4Q25 earnings call transcript · Jan 15, 2026 ·
We are also pulling forward the existing fab schedules to the extent possible, both in Taiwan and in Arizona.
- TSMC 4Q25 earnings call transcript · Jan 15, 2026 ·
20257 entries
- AnnouncementKey moment
Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona
On the second-quarter 2025 call, CEO C.C. Wei said construction of the second Arizona fab, for 3nm, was complete and its volume production schedule was being sped up by several quarters. Work on the third fab, for 2nm and A16, had begun. Wei said about 30 percent of TSMC's 2nm-and-smaller capacity would eventually be in Arizona.
- The Register · Jul 17, 2025 ·
speeding up the volume production schedule by several quarters to support their need.
contradicts TSMC says second Arizona fab construction is complete.
- The Register · Jul 17, 2025 ·
- Update
TSMC breaks ground on its third Arizona fab, slated for N2 and A16
TSMC broke ground on its third Phoenix fab on April 29, 2025, with Commerce Secretary Howard Lutnick attending. TSMC's Arizona site page says the fab is slated for N2 and A16 process technologies.
- TSMC Arizona ·
In April 2025, TSMC broke ground on the site of the third fab, slated for N2 and A16 process technologies.
- U.S. Department of Commerce · Apr 29, 2025 ·
Today, U.S. Secretary of Commerce Howard Lutnick visited the Taiwan Semiconductor Manufacturing Company (TSMC) semiconductor fabrication facility in Phoenix, Arizona where the company broke ground on a third fab facility.
is contradicted by TSMC assigns N2 and A16 to its third and fourth Arizona fabs.
Editor's note: Date and attendance from the Commerce Department release; process nodes from TSMC's Arizona page.
- TSMC Arizona ·
- Announcement
TSMC assigns N2 and A16 to its third and fourth Arizona fabs
TSMC said its third and fourth Arizona fabs would use N2 and A16 process technologies. It said construction was scheduled to begin later in 2025, subject to receiving permits.
- TSMC earnings-call transcript · Apr 17, 2025 ·
Our third and fourth fab will utilize N2 and A16 process technologies, and with the expectation of receiving all the necessary permits, is scheduled to begin construction later this year.
contradicts TSMC breaks ground on its third Arizona fab, slated for N2 and A16.
Editor's note: The transcript is readable and identifies the earnings call event date as April 17, 2025. It states that the third and fourth Arizona fabs will utilize N2 and A16 and, subject to necessary permits, are scheduled to begin construction later in 2025.
- TSMC earnings-call transcript · Apr 17, 2025 ·
- Announcement
TSMC says second Arizona fab construction is complete
TSMC said construction of its second Arizona fab was already complete. It said the fab would use 3-nanometer process technologies and that the company was speeding up its volume-production schedule.
- TSMC earnings-call transcript · Apr 17, 2025 ·
The construction of our second fab, which will utilize the 3-nanometer process technologies, is already complete, and we are working on speeding up the volume production schedule, based on the strong AI-related demand from our customers.
is contradicted by Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona.
Editor's note: Transcript dated April 17, 2025 supports the summary, quote and date.
- TSMC earnings-call transcript · Apr 17, 2025 ·
- Announcement
AMD validates fifth-generation EPYC products at TSMC Arizona fab
AMD announced successful bring-up and validation of its fifth-generation EPYC CPU products at TSMC's new Arizona fabrication facility. AMD said the result underscored its commitment to US manufacturing.
- AMD · Apr 14, 2025 ·
AMD also announced the successful bring up and validation of its 5th Gen AMD EPYC™ CPU products at TSMC’s new fabrication facility in Arizona, underscoring its commitment to U.S. manufacturing.
Editor's note: The page states that AMD successfully brought up and validated its 5th Gen AMD EPYC CPU products at TSMC’s new Arizona fabrication facility, underscoring its commitment to U.S. manufacturing. It is dated April 14, 2025.
- AMD · Apr 14, 2025 ·
- Announcement
NVIDIA says Blackwell chips start production at TSMC Phoenix plants
NVIDIA announced that Blackwell chips had started production at TSMC chip plants in Phoenix, Arizona. The statement identified the production location as TSMC's Phoenix plants.
- NVIDIA Newsroom · Apr 14, 2025 ·
NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona.
Editor's note: NVIDIA blog post dated April 14, 2025 confirms the quote; date checked by the editor.
- NVIDIA Newsroom · Apr 14, 2025 ·
- AnnouncementKey moment
TSMC adds US$100 billion for three more fabs, two packaging plants and an R&D center: US$165 billion total
Announced at the White House with President Trump, the expansion took TSMC's planned U.S. investment from US$65 billion to US$165 billion, covering three additional fabs, two advanced packaging facilities and a major R&D team center in Arizona.
- TSMC Newsroom · Mar 4, 2025 ·
The expansion includes plans for three new fabrication plants, two advanced packaging facilities and a major R&D team center.
- TSMC Newsroom · Mar 4, 2025 ·
20244 entries
- LaunchKey moment
First Arizona fab enters volume production on N4
TSMC has said its first Arizona fab has been in volume production since late 2024, on the N4 process, a few months ahead of the first-half-2025 target set in April 2024. TSMC gives the timing as late 2024 or the fourth quarter; no exact date has been published.
- TSMC Newsroom · Mar 4, 2025 ·
The site has been in volume production since late 2024.
Editor's note: TSMC states only 'late 2024' / 4Q24; the month is the closest precision available.
- TSMC Newsroom · Mar 4, 2025 ·
- Report
Report says Phoenix fab yield exceeds comparable Taiwan fabs
Bloomberg reported that usable-chip yield at TSMC's Phoenix facility was about four percentage points higher than at comparable facilities in Taiwan. The report attributed the statement to TSMC US division president Rick Cassidy during a webinar.
- Bloomberg Law · Oct 24, 2024 ·
The share of chips manufactured at TSMC’s facility in Phoenix that are usable is about 4 percentage points higher than comparable facilities in Taiwan, Rick Cassidy, president of TSMC’s US division, told listeners on a webinar Wednesday, according to a person who participated.
Editor's note: The page states that usable-chip yield at TSMC’s Phoenix facility was about four percentage points higher than comparable Taiwan facilities, attributing the statement to US division president Rick Cassidy during a Wednesday webinar. The article supports the stated October 23, 2024 event date.
- Bloomberg Law · Oct 24, 2024 ·
- RegulatoryKey moment
Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028
TSMC Arizona and the U.S. Department of Commerce announced a preliminary agreement for up to US$6.6 billion in direct CHIPS Act funding. TSMC added a third Phoenix fab for 2nm or more advanced processes by the end of the decade, taking the site to more than US$65 billion. The first fab was described as on track for 4nm production in the first half of 2025, and the second fab was now to produce 2nm as well as 3nm, with production beginning in 2028 rather than 2026.
- TSMC Newsroom · Apr 8, 2024 ·
The third fab will produce chips using 2nm or more advanced processes, with production beginning by the end of the decade.
contradicts Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total.
- TSMC Newsroom · Apr 8, 2024 ·
- Update
First Arizona fab enters N4 engineering-wafer production
TSMC said its first Arizona fab entered engineering-wafer production in April using N4 process technology. The statement concerned engineering-wafer production.
- TSMC earnings-call transcript · Apr 18, 2024 ·
We have made significant progress in our first fab, which has already entered engineering wafer production in April with the N4 process technology.
Editor's note: The transcript states that TSMC's first Arizona fab had entered engineering wafer production in April using N4 process technology. The quoted wording appears on the page and specifically concerns engineering-wafer production.
- TSMC earnings-call transcript · Apr 18, 2024 ·
- Dec 2024First Arizona fab enters volume production on N4
- Oct 23, 2024Report says Phoenix fab yield exceeds comparable Taiwan fabs
- Apr 8, 2024Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028
- Apr 2024First Arizona fab enters N4 engineering-wafer production
20232 entries
- DelayKey moment
TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workers
On its second-quarter 2023 earnings call, TSMC chairman Mark Liu said the Arizona fab lacked enough workers with the expertise needed to install equipment, and that N4 production would be pushed from 2024 to 2025. TSMC said it was sending experienced technicians from Taiwan to train local staff.
- The Register · Jul 21, 2023 ·
However, we are encountering certain challenges, as there is an insufficient amount of skilled workers with the specialized expertise required for equipment installation in a semiconductor grade facility.
contradicts TSMC announces a US$12 billion 5nm fab in Arizona.
- The Register · Jul 21, 2023 ·
- Financial
TSMC says US fab construction costs can be four to five times Taiwan's
TSMC said construction costs for building and facility work could be four to five times higher for a US fab than for a fab in Taiwan. It said construction costs were a major reason for the cost gap.
- TSMC earnings-call transcript · Jan 12, 2023 ·
We're not able to share with you a specific cost gap number between Taiwan and U.S., but we can share with you that the major reason for the cost gap is the construction cost of building and facilities, which can be 4 to 5x greater for U.S. fab versus a fab in Taiwan.
Editor's note: The transcript is readable and identifies the earnings call event date as January 12, 2023. It states that building and facility construction costs are the major reason for the cost gap and can be 4 to 5 times greater for a U.S. fab than for one in Taiwan.
- TSMC earnings-call transcript · Jan 12, 2023 ·
- Jul 20, 2023TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workers
- Jan 12, 2023TSMC says US fab construction costs can be four to five times Taiwan's
20221 entry
- AnnouncementKey moment
Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total
At the ceremony marking the arrival of manufacturing equipment, attended by President Biden, TSMC said the first fab would begin N4 production in 2024 and that construction of a second fab had started, with 3nm production scheduled for 2026. The two fabs together were put at about US$40 billion.
- TSMC Newsroom · Dec 6, 2022 ·
TSMC has also started the construction of a second fab which is scheduled to begin production of 3nm process technology in 2026
is contradicted by Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028.
- TSMC Newsroom · Dec 6, 2022 ·
- Dec 6, 2022Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total
20211 entry
- Update
TSMC begins construction at its Arizona fab site
TSMC said it had started construction at an Arizona site for a computer-chip factory. The company planned to spend US$12 billion on the facility.
- Reuters · Jun 2, 2021 ·
TSMC has started construction at a site in Arizona where it plans to spend $12 billion to build a computer chip factory, its chief executive said on Tuesday.
Editor's note: The article states that TSMC had started construction at the Arizona site and planned to spend $12 billion on the chip factory. It identifies the CEO's statement as having been made on Tuesday, June 1, 2021.
- Reuters · Jun 2, 2021 ·
20201 entry
- AnnouncementKey moment
TSMC announces a US$12 billion 5nm fab in Arizona
TSMC said it intended to build and operate an advanced fab in the United States with support from the federal government and the State of Arizona: 5-nanometer technology, 20,000 wafers a month, over 1,600 jobs, about US$12 billion of spending from 2021 to 2029, construction from 2021 and production in 2024.
- TSMC Newsroom · May 15, 2020 ·
Construction is planned to start in 2021 with production targeted to begin in 2024
is contradicted by TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workers.
- TSMC Newsroom · May 15, 2020 ·
Cause and effect
- TSMC announces a US$12 billion 5nm fab in Arizonais contradicted by →TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workersThe 2020 plan targeted production in 2024; in July 2023 TSMC moved it to 2025.
- Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion totalis contradicted by →Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028The second fab was scheduled for 3nm in 2026 in December 2022; by April 2024 it was 2nm and 3nm in 2028.
- TSMC says second Arizona fab construction is completeis contradicted by →Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in ArizonaTSMC said on April 17, 2025 that second-fab construction was already complete, whereas the July 17 timeline entry describes the second fab as construction-complete.
- TSMC breaks ground on its third Arizona fab, slated for N2 and A16is contradicted by →TSMC assigns N2 and A16 to its third and fourth Arizona fabsTSMC's Arizona page says the third-fab site broke ground in April 2025, while its April 17 call said third- and fourth-fab construction was scheduled to begin later in 2025.
Where sources disagree or fall silent
- What is the final volume-production date for Fab 2? TSMC originally described 3nm-and-2nm production beginning in 2028, then said the 3nm fab’s schedule was being accelerated by several quarters without naming a new date.
- What will be the final process assignment for Fab 2? The December 2022 plan called for 3nm in 2026, while the April 2024 plan described 2nm as well as 3nm in 2028; later statements refer to Fab 2 as a 3nm fab.
- When will the third fab enter production? Its original end-of-decade target remains the only stated production timing despite later assignment of N2 and A16 technologies and construction progress.
- What are the locations and schedules for the several additional fabs and packaging facilities in the US$100 billion expansion announced in July 2026? TSMC said it had a plan but no firm schedule.
- When will advanced packaging begin operating in Arizona? TSMC planned Arizona packaging facilities, but said in March 2026 that all advanced packaging remained in Taiwan; initial construction began afterward.
What to watch next
- Dec 2029 — Third Arizona fab targeted for production by the end of the decade TSMC’s April 2024 plan put third-fab production by the end of the 2020s; later statements changed its assigned technologies but did not give a replacement production date.
Who is involved
- TSMCcompany
Taiwan-based chipmaker building and operating the Arizona fabs and announcing the site’s successive investment and technology plans.
- TSMC Arizonacompany
TSMC’s Arizona operation, recipient of CHIPS Act support and operator of the Phoenix fabrication site.
- C.C. Weiperson
TSMC chairman and CEO who has described accelerated Arizona schedules, the planned gigafab cluster and the US$265 billion investment total.
- AMDcompany
Customer that announced validation of fifth-generation EPYC products at TSMC’s Arizona fab.
- Applecompany
Said it expected to buy well over 100 million advanced chips made at TSMC’s Arizona facility in 2026.
- Arizonaother
US location of TSMC's fab site and Phoenix chip plants.
- City of Phoenixother
Reported local construction milestones, including the Fab 3 topping-out ceremony and initial work on Fab 4 and a packaging plant.
- Fab 3other
TSMC Arizona's third fab, which held a topping-out ceremony.
19 more
- Nvidiacompany
Customer that announced Blackwell production at TSMC’s Phoenix plants.
- Taiwanother
Comparison location for TSMC fab construction costs and reported chip yields.
- U.S. Department of Commerceregulator
Negotiated up to US$6.6 billion in preliminary CHIPS Act funding for TSMC Arizona and has publicly supported the project.
- A16product
A TSMC advanced process assigned alongside N2 to the third Arizona fab in later plans.
- Amkorcompany
Named by NVIDIA as an Arizona packaging-and-test partner.
- Blackwellproduct
NVIDIA's AI-chip line that NVIDIA said was being produced at TSMC's Phoenix plants.
- Donald Trumpperson
U.S. president at the White House announcement of TSMC's March 2025 US$100 billion U.S. expansion.
- EPYCproduct
AMD's server-CPU line, whose fifth-generation products were validated at the Arizona fab.
- Howard Lutnickperson
The Commerce secretary attended TSMC's April 2025 groundbreaking for the third Arizona fab.
- Joe Bidenperson
U.S. president who attended the December 2022 Arizona tool-in ceremony.
- Kate Gallegoperson
Phoenix mayor who participated in the Fab 3 topping-out ceremony.
- Mark Liuperson
Then-TSMC chairman who said in 2023 that a shortage of skilled workers would delay Arizona N4 production.
- N2product
TSMC’s 2nm process, assigned to later Arizona fabs as part of the site’s advanced-node expansion.
- N4product
The 4nm-class process used by the first Arizona fab, replacing its original 5nm plan; the fab entered volume production in late 2024.
- Rick Cassidyperson
TSMC US division president cited as stating Phoenix yields exceeded comparable Taiwan facilities.
- SPILcompany
Named by NVIDIA as an Arizona packaging-and-test partner.
- State of Arizonaregulator
Provided state support for the site.
Received TSMC’s Form 6-K disclosure of the board authorization for up to US$20 billion in capital injection to TSMC Arizona.
- Wendell Huangperson
TSMC executive associated with the US-versus-Taiwan fab construction-cost statement.
Changelog
- Chart data refreshed: 6 point(s) across 1 metric(s).
- Summary, key players and catalysts refreshed.
- Added 5 node(s): 2026-02-24 Apple plans to buy over 100 million TSMC Arizona chips in 2026; 2026-03 TSMC says all advanced packaging remains in Taiwan; 2026-04 Initial construction starts on fourth Arizona fab and packaging plant; 2026-05-05 TSMC Arizona holds Fab 3 topping-out ceremony and 1 more.
- Research run found 6 candidate node(s).
- Chart data refreshed: 6 point(s) across 1 metric(s).
- Summary, key players and catalysts refreshed.
- Summary, key players and catalysts refreshed.
- Added 9 node(s): 2021-06-01 TSMC begins construction at its Arizona fab site; 2023-01-12 TSMC says US fab construction costs can be four to five times Taiwan's; 2024-04 First Arizona fab enters N4 engineering-wafer production; 2024-10-23 Report says Phoenix fab yield exceeds comparable Taiwan fabs and 5 more.
- Research run found 9 candidate node(s).
- Seeded 9 hand-verified node(s) from tsmc-arizona-fabs.yaml.
A research pass records each dated fact with the page it came from and a verbatim quote. A second, independent pass re-opens every cited page and rejects entries it cannot confirm. The editor reviews what remains before it is published, and every change is listed above. Full method.