TSMC
The foundry that manufactures most leading-edge AI chips, and the builder of the Arizona fab cluster.
Role in each timeline
- TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
Taiwan-based chipmaker building and operating the Arizona fabs and announcing the site’s successive investment and technology plans.
- Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
Chip manufacturer whose CoWoS packaging was cited by press reporting as a suspected, unconfirmed cause of the reported Blackwell shipment delay.
- AMD Instinct: From MI300X to Helios and the Gigawatt Deals
Supply-chain company named in AMD's Data Center growth discussion.
Entries that mention TSMC
- AMD expects Data Center sales to double in 2027 Financialon AMD Instinct: From MI300X to Helios and the Gigawatt Deals
- Another US$100 billion for Arizona: total reaches US$265 billion for more 2nm fabs and packaging Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Vera Rubin ramping across the supply chain; production shipments set for fall 2026 Announcementon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- TSMC board approves up to US$20 billion for TSMC Arizona Financialon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC Arizona holds Fab 3 topping-out ceremony Updateon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Initial construction starts on fourth Arizona fab and packaging plant Updateon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC says all advanced packaging remains in Taiwan Responseon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Apple plans to buy over 100 million TSMC Arizona chips in 2026 Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC says it is pulling forward Arizona fab schedules toward an independent gigafab cluster Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC breaks ground on its third Arizona fab, slated for N2 and A16 Updateon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC assigns N2 and A16 to its third and fourth Arizona fabs Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC says second Arizona fab construction is complete Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- AMD validates fifth-generation EPYC products at TSMC Arizona fab Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- NVIDIA says Blackwell chips start production at TSMC Phoenix plants Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC adds US$100 billion for three more fabs, two packaging plants and an R&D center: US$165 billion total Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- First Arizona fab enters volume production on N4 Launchon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Report says Phoenix fab yield exceeds comparable Taiwan fabs Reporton TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Blackwell shipments reported delayed to early 2025; Nvidia says production is on track Reporton Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028 Regulatoryon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- First Arizona fab enters N4 engineering-wafer production Updateon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Blackwell platform announced at GTC 2024 with B200 and GB200 Announcementon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workers Delayon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC says US fab construction costs can be four to five times Taiwan's Financialon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- Nvidia announces the Hopper architecture and H100 GPU at GTC 2022 Announcementon Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin
- TSMC begins construction at its Arizona fab site Updateon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster
- TSMC announces a US$12 billion 5nm fab in Arizona Announcementon TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster