{
  "data_version": "1",
  "schema": "https://whatledto.com/data",
  "id": "tsmc",
  "name": "TSMC",
  "kind": "company",
  "url": "https://whatledto.com/who/tsmc",
  "description": "The foundry that manufactures most leading-edge AI chips, and the builder of the Arizona fab cluster.",
  "same_as": [
    "https://en.wikipedia.org/wiki/TSMC",
    "https://www.tsmc.com/"
  ],
  "timelines": [
    {
      "slug": "intel-foundry-18a",
      "title": "Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake",
      "url": "https://whatledto.com/events/intel-foundry-18a",
      "json": "https://whatledto.com/events/intel-foundry-18a.json",
      "role": "The leading foundry competitor used as the benchmark for Intel 14A performance and 18A density comparisons.",
      "entries": 1,
      "updated_at": "2026-10-22T03:14:17.271017+00:00"
    },
    {
      "slug": "tsmc-arizona-fabs",
      "title": "TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster",
      "url": "https://whatledto.com/events/tsmc-arizona-fabs",
      "json": "https://whatledto.com/events/tsmc-arizona-fabs.json",
      "role": "The Taiwan-based chip manufacturer building and operating the Arizona fab and packaging cluster.",
      "entries": 36,
      "updated_at": "2026-10-22T03:08:39.841148+00:00"
    },
    {
      "slug": "nvidia-datacenter-gpu-roadmap",
      "title": "Nvidia Data Center GPUs: Hopper, Blackwell and Vera Rubin",
      "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap",
      "json": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap.json",
      "role": "Nvidia’s manufacturing partner; reporting cited its CoWoS packaging as a suspected factor in the reported 2024 Blackwell delay.",
      "entries": 4,
      "updated_at": "2026-10-19T04:16:55.667289+00:00"
    },
    {
      "slug": "hyperscaler-custom-accelerators",
      "title": "Custom AI Silicon at the Hyperscalers: TPU, Trainium, Maia, MTIA and the OpenAI–Broadcom Chip",
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators",
      "json": "https://whatledto.com/events/hyperscaler-custom-accelerators.json",
      "role": "Manufactures major hyperscaler accelerator designs, including Maia 200, and is central to expected 2 nm TPU and MTIA production.",
      "entries": 3,
      "updated_at": "2026-10-14T06:27:24.396104+00:00"
    },
    {
      "slug": "amd-instinct-ai-gpus",
      "title": "AMD Instinct: From MI300X to Helios and the Gigawatt Deals",
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus",
      "json": "https://whatledto.com/events/amd-instinct-ai-gpus.json",
      "role": "Supply-chain company named in AMD's Data Center growth discussion.",
      "entries": 1,
      "updated_at": "2026-10-14T04:20:23.900678+00:00"
    }
  ],
  "entries": [
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 2211,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n2211",
      "date": "2026-10-20",
      "date_precision": "day",
      "title": "TSMC Arizona produces more than 100 million Apple chips in 2026",
      "summary": "Apple said TSMC Arizona produced more than 100 million chips for Apple during 2026. Apple said the chips were used in iPhone, iPad, and Apple Watch products.",
      "type": "announcement",
      "entities": [
        "Apple",
        "TSMC",
        "iPhone",
        "iPad",
        "Apple Watch"
      ],
      "parties": [
        "apple",
        "tsmc",
        "iphone",
        "ipad",
        "apple-watch"
      ],
      "sources": [
        {
          "url": "https://apple.com/newsroom/2026/10/apple-announces-american-manufacturing-program-partners-for-latest-iphone-lineup",
          "outlet": "Apple",
          "published": "2026-10-20",
          "quote": "TSMC’s Arizona fab continues to scale its production of advanced chips used across a range of Apple products, including iPhone, iPad, and Apple Watch — producing more than 100 million chips for Apple in 2026."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 2210,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n2210",
      "date": "2026-10-15",
      "date_precision": "day",
      "title": "TSMC settles the Fab 2 date at Q3 2027, slightly ahead of its own earlier schedule",
      "summary": "TSMC said construction of its second Arizona fab was complete with tool move-in and installation under way, and put N3 volume production in the third quarter of 2027 — \"slightly ahead of our previous schedule\". That resolves the conflict this page recorded on 5 October, when a TSMC careers page put Fab 2 at 2028 while the earnings call pointed at 2027.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "Arizona Fab 2",
        "N3"
      ],
      "parties": [
        "tsmc",
        "arizona-fab-2",
        "n3"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf",
          "outlet": "TSMC",
          "published": "2026-10-15",
          "quote": "In Arizona, we have completed the construction of our second fab and are in the process of tool move-in and installation."
        },
        {
          "url": "https://azbigmedia.com/business/tsmc-arizona-accelerates-production-timeline-as-earnings-soar/",
          "outlet": "AZ Business Magazine",
          "published": "2026-10-21",
          "quote": "Volume production will begin in 3Q’27, slightly ahead of our previous schedule."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 2123,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n2123",
      "date": "2026-10-05",
      "date_precision": "day",
      "title": "A TSMC careers page puts Fab 2 at 2028; the earnings call said high-volume production in 2027",
      "summary": "A TSMC Arizona job posting described the second fab as using N3 and N2 and being operational in 2028. On the January 2026 earnings call the company said it was pulling the schedule forward and expected high-volume manufacturing in the second half of 2027. The two are a year apart, and only one of them is a commitment the company made to investors.",
      "type": "report",
      "entities": [
        "TSMC",
        "Fab 21"
      ],
      "parties": [
        "tsmc",
        "fab-21"
      ],
      "sources": [
        {
          "url": "https://ro.careers.tsmc.com/job/Phoenix-Hookup-Construction-Engineer-II-AZ-85001/1361352366/",
          "outlet": "TSMC Arizona careers",
          "published": "2026-10-05",
          "quote": "The second fab will utilize its leading edge N3 and N2 process technology and be operational in 2028."
        },
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/51d09df96cd89ac19d65af39032b038dc2896a24/TSMC%204Q25%20Transcript.pdf",
          "outlet": "TSMC 4Q25 earnings-call transcript",
          "published": "2026-01-15",
          "quote": "Due to the strong demand from our customers, we are also pulling forward the production\nschedule, and now expect to enter high volume manufacturing in the second half of 2027."
        }
      ]
    },
    {
      "timeline": "intel-foundry-18a",
      "id": 1755,
      "url": "https://whatledto.com/events/intel-foundry-18a#n1755",
      "date": "2026-09-26",
      "date_precision": "day",
      "title": "SemiAnalysis finds similar density for Panther Lake 18A and TSMC N3E logic",
      "summary": "SemiAnalysis reported that its measurements found similar logic density between Panther Lake’s Intel 18A compute logic and TSMC N3E GPU logic. Notebookcheck reported the same SemiAnalysis finding.",
      "type": "report",
      "entities": [
        "Intel",
        "Intel 18A",
        "Panther Lake / Core Ultra Series 3",
        "SemiAnalysis",
        "TSMC",
        "TSMC N3E"
      ],
      "parties": [
        "intel",
        "intel-18a",
        "panther-lake-core-ultra-series-3",
        "semianalysis",
        "tsmc",
        "tsmc-n3e"
      ],
      "sources": [
        {
          "url": "https://newsletter.semianalysis.com/p/intel-panther-lake-teardown",
          "outlet": "SemiAnalysis",
          "published": "2026-09-26",
          "quote": "Our measurements put Panther Lake’s 18A compute logic and TSMC N3E GPU logic at similar logic density."
        },
        {
          "url": "https://www.notebookcheck.net/Panther-Lake-teardown-reveals-Intel-18A-in-detail-TSMC-still-leads-in-density.1410032.0.html",
          "outlet": "Notebookcheck",
          "published": "2026-09-27",
          "quote": "SemiAnalysis measured Panther Lake’s 18A compute logic and found that it has roughly the same density as the GPU logic manufactured on TSMC’s N3E process."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 1376,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1376",
      "date": "2026-09-15",
      "date_precision": "day",
      "title": "Sarah Friar says OpenAI needs multiple chip providers",
      "summary": "OpenAI CFO Sarah Friar said the company needs multiple providers to manage supply-chain risk. She cited the possibility that a supplier, including TSMC, might not provide needed capacity.",
      "type": "response",
      "entities": [
        "OpenAI",
        "Sarah Friar",
        "Broadcom",
        "TSMC",
        "Jalapeño"
      ],
      "parties": [
        "openai",
        "sarah-friar",
        "broadcom",
        "tsmc",
        "jalape-o"
      ],
      "sources": [
        {
          "url": "https://pressroom.versantmedia.com/cnbc/press-releases/cnbc-transcript-openai-cfo-sarah-friar-speaks-cnbcs-jim-cramer-mad-money-today",
          "outlet": "CNBC",
          "published": "2026-09-15",
          "quote": "You never know when someone's supply chain is going to get gummed up, so you need to have multiple providers."
        }
      ]
    },
    {
      "timeline": "amd-instinct-ai-gpus",
      "id": 669,
      "url": "https://whatledto.com/events/amd-instinct-ai-gpus#n669",
      "date": "2026-09-08",
      "date_precision": "day",
      "title": "AMD expects Data Center sales to double in 2027",
      "summary": "Advanced Micro Devices said it expected its Data Center business to double in 2027 to about $70 billion in sales. The company said it had undertaken supply-chain work to support doubling Data Center revenue the following year. Su added that all three anchor customers for MI450 and Helios had given forecasts above AMD's initial expectations, and that AMD was working with suppliers to support them.",
      "type": "financial",
      "entities": [
        "AMD",
        "Instinct MI450",
        "Helios",
        "TSMC"
      ],
      "parties": [
        "amd",
        "instinct-mi450",
        "helios",
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://www.investing.com/news/transcripts/amd-at-citis-2026-global-tmt-conference-ai-push-lifts-outlook-93CH-4891921",
          "outlet": "Investing.com",
          "published": "2026-09-08",
          "quote": "“The company expects its data center business to double in 2027, reaching about $70 billion in sales.”"
        },
        {
          "url": "https://earningscalls.dev/transcripts/advanced-micro-devices-inc_amd_earnings_call_transcript_2026-09-08",
          "outlet": "EarningsCalls.dev",
          "published": "2026-09-08",
          "quote": "“So right now, we actually feel really good about all the supply chain work we have done to ensure we can support the data center revenue to double next year.”"
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 1658,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n1658",
      "date": "2026-09-01",
      "date_precision": "day",
      "title": "Meta receives 12 new chip samples from TSMC",
      "summary": "Bloomberg reported that 12 units of Meta's new model arrived from TSMC on September 1. The report said their performance was within 2% to 3% of Meta's simulations.",
      "type": "shipment",
      "entities": [
        "Meta",
        "TSMC",
        "MTIA"
      ],
      "parties": [
        "meta",
        "tsmc",
        "mtia"
      ],
      "sources": [
        {
          "url": "https://www.yahoo.com/news/meta-desplegar%C3%A1-chip-ia-ahorrar-152723602.html",
          "outlet": "Bloomberg via Yahoo en Español",
          "published": "2026-09-15",
          "quote": "Doce unidades del nuevo modelo llegaron a Meta desde TSMC el 1 de septiembre y su rendimiento se encuentra entre 2% y 3% de lo que habían indicado las simulaciones de la compañía."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1783,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1783",
      "date": "2026-08-17",
      "date_precision": "day",
      "title": "TSMC Arizona becomes the most profitable overseas fab with a record NT$36.07 billion first-half profit",
      "summary": "Citing TSMC's first-half 2026 interim report, Commercial Times and the Economic Daily News reported that TSMC Arizona posted a record NT$36.066 billion profit, up 662.8 percent year on year, overtaking TSMC Nanjing as the company's most profitable overseas subsidiary. The Arizona unit contributed more than 60 percent of the NT$58.529 billion earned by TSMC's four main manufacturing subsidiaries. Second-quarter profit slipped 8.2 percent from the first quarter to NT$17.259 billion as depreciation mounted, and Commercial Times put TSMC's second-quarter investment income from the U.S. fab at about NT$14.603 billion, down 13.6 percent from NT$16.909 billion. TaiwanPlus put the half-year figure at around US$1.1 billion.",
      "type": "report",
      "entities": [
        "TSMC",
        "TrendForce",
        "TaiwanPlus",
        "Commercial Times",
        "Economic Daily News"
      ],
      "parties": [
        "tsmc",
        "trendforce",
        "taiwanplus",
        "commercial-times",
        "economic-daily-news"
      ],
      "sources": [
        {
          "url": "https://www.trendforce.com/news/2026/08/17/news-tsmc-arizona-profit-soars-663-yoy-in-1h26-u-s-earnings-pull-back-8-2-qoq-in-2q-as-depreciation-bites/",
          "outlet": "TrendForce",
          "published": "2026-08-17",
          "quote": "Citing TSMC’s 1H26 interim report, Commercial Times and the Economic Daily News report that TSMC Arizona posted a record NT$36.066 billion profit in 1H26, up 662.8% YoY."
        },
        {
          "url": "https://www.taiwanplus.com/news/taiwan-news/business/260816005/tsmc-overseas-plants-in-us-and-japan-report-h1-profits",
          "outlet": "TaiwanPlus",
          "published": "2026-08-16",
          "quote": "TSMC’s Arizona operation reported around 1.1 billion US dollars in profit in the first half of 2026."
        }
      ]
    },
    {
      "timeline": "hyperscaler-custom-accelerators",
      "id": 883,
      "url": "https://whatledto.com/events/hyperscaler-custom-accelerators#n883",
      "date": "2026-08-10",
      "date_precision": "day",
      "title": "Microsoft plans a Maia 300 reveal in September and 300,000-plus chips from TSMC for 2027",
      "summary": "The Information reported that Microsoft was targeting a public unveiling of Maia 300 as soon as September and negotiating TSMC capacity for more than 300,000 units in 2027, an order dwarfing the tens of thousands of Maia 200 chips built so far, with a longer-term aim of more than a million. Maia 200 had been delayed after early tests missed targets and was running in only a few data centers; Nadella had told investors on July 29 it delivered 30 percent better performance per dollar.",
      "type": "report",
      "entities": [
        "Microsoft",
        "Maia 300",
        "TSMC",
        "Satya Nadella"
      ],
      "parties": [
        "microsoft",
        "maia-300",
        "tsmc",
        "satya-nadella"
      ],
      "sources": [
        {
          "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html",
          "outlet": "Investing.com (via Yahoo Finance)",
          "published": "2026-08-10",
          "quote": "Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, citing two people with direct knowledge of the plans."
        },
        {
          "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-plans-maia-300-chip-140432692.html",
          "outlet": "Investing.com (via Yahoo Finance)",
          "published": "2026-08-10",
          "quote": "The Maia 200 was delayed after early tests fell short of internal goals and has since been deployed in only a small number of data centers. CEO Satya Nadella told investors on Microsoft's Q4 FY2026 earnings call on July 29 that the chip delivers 30% better performance per dollar compared to existing hardware and is scaling to support OpenAI and MAI models."
        },
        {
          "url": "https://blogs.microsoft.com/blog/2026/10/12/microsoft-to-expand-azure-maia-system-to-multi-gigawatt-deployments/",
          "outlet": "Microsoft",
          "published": "2026-10-12",
          "quote": "Maia 300 will begin production deployments in 2027."
        },
        {
          "url": "https://www.cnbc.com/2026/10/12/microsoft-will-mainly-use-its-maia-chips-for-ai-inference.html",
          "outlet": "CNBC",
          "published": "2026-10-12",
          "quote": "Production of the Maia 300 starts in 2027."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 32,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n32",
      "date": "2026-07-16",
      "date_precision": "day",
      "title": "Another US$100 billion for Arizona: total reaches US$265 billion for more 2nm fabs and packaging",
      "summary": "Alongside second-quarter 2026 results, chairman C.C. Wei said TSMC would invest an additional US$100\nbillion in Arizona to build several more wafer fabs for 2-nanometer and below technologies plus advanced\npackaging fabs, bringing the state total to US$265 billion. Wei said there was a plan but no firm schedule\nfor the new sites.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "C.C. Wei"
      ],
      "parties": [
        "tsmc",
        "cc-wei"
      ],
      "sources": [
        {
          "url": "https://www.cnbc.com/2026/07/16/tsmc-second-quarter-profit-.html",
          "outlet": "CNBC",
          "published": "2026-07-16",
          "quote": "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."
        },
        {
          "url": "https://investor.tsmc.com/schinese/encrypt/files/encrypt_file/reports/2026-08/3e494f0c14dd0890f897aa044415e21d93486cc4/TSMC%202Q26%20Transcript.pdf",
          "outlet": "TSMC earnings conference transcript / LSEG StreetEvents",
          "published": "2026-07-16",
          "quote": "The schedule will depend on the market situation, you know that."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1572,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1572",
      "date": "2026-07-02",
      "date_precision": "day",
      "title": "Taiwan approves US$20 billion TSMC Arizona capital injection",
      "summary": "Taiwan's Ministry of Economic Affairs approved TSMC's US$20 billion capital injection into TSMC Arizona. The funding was designated for a 12-inch wafer fab and an advanced-packaging plant in Arizona.",
      "type": "regulatory",
      "entities": [
        "TSMC",
        "Taiwan Ministry of Economic Affairs",
        "Department of Investment Review"
      ],
      "parties": [
        "tsmc",
        "taiwan-ministry-of-economic-affairs",
        "department-of-investment-review"
      ],
      "sources": [
        {
          "url": "https://www.moea.gov.tw/MNS/Populace/news/News.aspx?kind=1&menu_id=40&news_id=123191",
          "outlet": "Taiwan Ministry of Economic Affairs, Investment Review Department",
          "published": "2026-07-02",
          "quote": "台灣積體電路製造股份有限公司以美金200億元增資美國TSMC ARIZONA CORPORATION，用以建置12吋晶圓廠及先進封裝廠。"
        },
        {
          "url": "https://focustaiwan.tw/business/202607020026",
          "outlet": "Focus Taiwan (CNA)",
          "published": "2026-07-02",
          "quote": "The latest funding will be used to build a 12-inch wafer fab and an advanced packaging plant in Arizona, with further details to be announced by TSMC, the department said."
        },
        {
          "url": "https://focustaiwan.tw/business/202609260007",
          "outlet": "Focus Taiwan (CNA)",
          "published": "2026-09-26",
          "quote": "The ministry said the approved investments were intended to increase TSMC's capital investments in its Arizona subsidiary."
        }
      ]
    },
    {
      "timeline": "nvidia-datacenter-gpu-roadmap",
      "id": 12,
      "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n12",
      "date": "2026-05-31",
      "date_precision": "day",
      "title": "Vera Rubin ramping across the supply chain; production shipments set for fall 2026",
      "summary": "At GTC Taipei ahead of Computex, Nvidia said hundreds of supply chain partners across more than 350\nfactories in 30 countries were ramping Vera Rubin, with production shipments to begin in the fall.",
      "type": "announcement",
      "entities": [
        "Nvidia",
        "Rubin",
        "TSMC"
      ],
      "parties": [
        "nvidia",
        "rubin",
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://nvidianews.nvidia.com/news/vera-rubin-full-production-agentic-ai-factory",
          "outlet": "Nvidia Newsroom",
          "published": "2026-05-31",
          "quote": "Production shipments of Vera Rubin are set to begin starting this fall."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 661,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n661",
      "date": "2026-05-12",
      "date_precision": "day",
      "title": "TSMC board approves up to US$20 billion for TSMC Arizona",
      "summary": "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.",
      "type": "financial",
      "entities": [
        "TSMC",
        "U.S. Securities and Exchange Commission"
      ],
      "parties": [
        "tsmc",
        "us-securities-and-exchange-commission"
      ],
      "sources": [
        {
          "url": "https://www.sec.gov/Archives/edgar/data/1046179/000104617926000274/tsm-boardx20260512.htm",
          "outlet": "TSMC Form 6-K / U.S. Securities and Exchange Commission",
          "published": "2026-05-12",
          "quote": "Approved the capital injection of not more than US$20 billion to TSMC Arizona, a wholly-owned subsidiary of TSMC."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 660,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n660",
      "date": "2026-05-05",
      "date_precision": "day",
      "title": "TSMC Arizona holds Fab 3 topping-out ceremony",
      "summary": "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.",
      "type": "other",
      "entities": [
        "TSMC",
        "Fab 3",
        "City of Phoenix",
        "Kate Gallego"
      ],
      "parties": [
        "tsmc",
        "fab-3",
        "city-of-phoenix",
        "kate-gallego"
      ],
      "sources": [
        {
          "url": "https://www.phoenix.gov/newsroom/mayors-office-news/mayor-gallego-celebrates-tsmc-s-fab-3-at-topping-out-ceremony.html",
          "outlet": "City of Phoenix",
          "published": "2026-05-05",
          "quote": "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’."
        },
        {
          "url": "https://www.tsmc.com/static/abouttsmcaz/news.htm",
          "outlet": "TSMC Arizona",
          "published": "2026-06",
          "quote": "TSMC Arizona celebrated the topping of our third fab in May."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 659,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n659",
      "date": "2026-04",
      "date_precision": "month",
      "title": "Initial construction starts on fourth Arizona fab and packaging plant",
      "summary": "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.",
      "type": "other",
      "entities": [
        "TSMC",
        "City of Phoenix"
      ],
      "parties": [
        "tsmc",
        "city-of-phoenix"
      ],
      "sources": [
        {
          "url": "https://www.phoenix.gov/newsroom/mayors-office-news/mayor-gallego-celebrates-tsmc-s-fab-3-at-topping-out-ceremony.html",
          "outlet": "City of Phoenix",
          "published": "2026-05-05",
          "quote": "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."
        },
        {
          "url": "https://www.tsmc.com/static/abouttsmcaz/index.htm",
          "outlet": "TSMC Arizona",
          "published": null,
          "quote": "Fourth Fab and First Advanced Packaging Fab: In early 2026, the company started initial stages of construction."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 658,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n658",
      "date": "2026-03-06",
      "date_precision": "day",
      "title": "TSMC says all advanced packaging remains in Taiwan",
      "summary": "TSMC told EE Times that all of its advanced packaging was in Taiwan. TSMC planned two advanced-packaging facilities at its Arizona site.",
      "type": "response",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://www.eetimes.com/apples-first-made-in-u-s-chips-fall-short-of-claim/",
          "outlet": "EE Times",
          "published": "2026-03-06",
          "quote": "Currently, all of TSMC’s advanced packaging is in Taiwan."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 657,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n657",
      "date": "2026-02-24",
      "date_precision": "day",
      "title": "Apple plans to buy over 100 million TSMC Arizona chips in 2026",
      "summary": "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.",
      "type": "announcement",
      "entities": [
        "Apple",
        "TSMC"
      ],
      "parties": [
        "apple",
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://www.apple.com/newsroom/2026/02/apple-accelerates-us-manufacturing-with-mac-mini-production/",
          "outlet": "Apple",
          "published": "2026-02-24",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1170,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1170",
      "date": "2026-01-15",
      "date_precision": "day",
      "title": "TSMC completes purchase of a second Arizona-area land parcel",
      "summary": "TSMC said it had completed the purchase of a second large parcel near its Arizona site. The company said the land would support its expansion plan and provide flexibility for multiyear AI-related demand.",
      "type": "other",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/51d09df96cd89ac19d65af39032b038dc2896a24/TSMC%204Q25%20Transcript.pdf",
          "outlet": "TSMC earnings call",
          "published": "2026-01-15",
          "quote": "Furthermore, we have just completed the purchase of a second large piece of land nearby to support our current expansion plan and provide more flexibility in response to the very strong multi-year AI related demand."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 31,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n31",
      "date": "2026-01-15",
      "date_precision": "day",
      "title": "TSMC says it is pulling forward Arizona fab schedules toward an independent gigafab cluster",
      "summary": "On the fourth-quarter 2025 call, TSMC said it was pulling forward existing fab schedules in Taiwan and\nArizona, that Arizona yields and defect density were almost equal to Taiwan, and that the plan would scale\nan independent gigafab cluster in Arizona with around 30 percent of 2nm-and-more-advanced capacity.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "C.C. Wei"
      ],
      "parties": [
        "tsmc",
        "cc-wei"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-01/51d09df96cd89ac19d65af39032b038dc2896a24/TSMC%204Q25%20Transcript.pdf",
          "outlet": "TSMC 4Q25 earnings call transcript",
          "published": "2026-01-15",
          "quote": "We are also pulling forward the existing fab schedules to the extent possible, both in Taiwan and in Arizona."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 30,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n30",
      "date": "2025-07-17",
      "date_precision": "day",
      "title": "Second fab construction complete, production pulled forward; 30% of 2nm-and-beyond capacity to be in Arizona",
      "summary": "On the second-quarter 2025 call, CEO C.C. Wei said construction of the second Arizona fab, for 3nm, was\ncomplete and its volume production schedule was being sped up by several quarters. Work on the third fab,\nfor 2nm and A16, had begun. Wei said about 30 percent of TSMC's 2nm-and-smaller capacity would eventually\nbe in Arizona.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "C.C. Wei",
        "Nvidia",
        "Apple",
        "AMD"
      ],
      "parties": [
        "tsmc",
        "cc-wei",
        "nvidia",
        "apple",
        "amd"
      ],
      "sources": [
        {
          "url": "https://www.theregister.com/2025/07/17/tsmc_q2_ramp/",
          "outlet": "The Register",
          "published": "2025-07-17",
          "quote": "speeding up the volume production schedule by several quarters to support their need."
        },
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
          "outlet": "TSMC",
          "published": "2025-07-17",
          "quote": "The construction of our second fab, which will utilize 3-nanometer process technology, is already complete."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 37,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n37",
      "date": "2025-04-29",
      "date_precision": "day",
      "title": "TSMC breaks ground on its third Arizona fab, slated for N2 and A16",
      "summary": "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.",
      "type": "other",
      "entities": [
        "TSMC",
        "Howard Lutnick",
        "U.S. Department of Commerce"
      ],
      "parties": [
        "tsmc",
        "howard-lutnick",
        "us-department-of-commerce"
      ],
      "sources": [
        {
          "url": "https://www.tsmc.com/static/abouttsmcaz/index.htm",
          "outlet": "TSMC Arizona",
          "published": null,
          "quote": "In April 2025, TSMC broke ground on the site of the third fab, slated for N2 and A16 process technologies."
        },
        {
          "url": "https://www.commerce.gov/news/press-releases/2025/04/commerce-secretary-howard-lutnick-visits-tsmc-arizona-fabrication",
          "outlet": "U.S. Department of Commerce",
          "published": "2025-04-29",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 41,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n41",
      "date": "2025-04-17",
      "date_precision": "day",
      "title": "TSMC assigns N2 and A16 to its third and fourth Arizona fabs",
      "summary": "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.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "Fab 3",
        "Fab 4",
        "N2",
        "A16"
      ],
      "parties": [
        "tsmc",
        "fab-3",
        "fab-4",
        "n2",
        "a16"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-04/7630274eecc1197a4e3ea6a415f44a47204fe10a/TSMC%201Q25%20Transcript.pdf",
          "outlet": "TSMC earnings-call transcript",
          "published": "2025-04-17",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 40,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n40",
      "date": "2025-04-17",
      "date_precision": "day",
      "title": "TSMC says second Arizona fab construction is complete",
      "summary": "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.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "Fab 2",
        "N3"
      ],
      "parties": [
        "tsmc",
        "fab-2",
        "n3"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-04/7630274eecc1197a4e3ea6a415f44a47204fe10a/TSMC%201Q25%20Transcript.pdf",
          "outlet": "TSMC earnings-call transcript",
          "published": "2025-04-17",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 39,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n39",
      "date": "2025-04-14",
      "date_precision": "day",
      "title": "AMD validates fifth-generation EPYC products at TSMC Arizona fab",
      "summary": "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.",
      "type": "announcement",
      "entities": [
        "AMD",
        "TSMC",
        "Fab 21",
        "EPYC"
      ],
      "parties": [
        "amd",
        "tsmc",
        "fab-21",
        "epyc"
      ],
      "sources": [
        {
          "url": "https://ir.amd.com/news-events/press-releases/detail/1245/amd-achieves-first-tsmc-n2-product-silicon-milestone",
          "outlet": "AMD",
          "published": "2025-04-14",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 38,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n38",
      "date": "2025-04-14",
      "date_precision": "day",
      "title": "NVIDIA says Blackwell chips start production at TSMC Phoenix plants",
      "summary": "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.",
      "type": "announcement",
      "entities": [
        "Nvidia",
        "TSMC",
        "Blackwell",
        "Amkor",
        "SPIL"
      ],
      "parties": [
        "nvidia",
        "tsmc",
        "blackwell",
        "amkor",
        "spil"
      ],
      "sources": [
        {
          "url": "https://blogs.nvidia.com/blog/nvidia-manufacture-american-made-ai-supercomputers-us/",
          "outlet": "NVIDIA Newsroom",
          "published": "2025-04-14",
          "quote": "NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 29,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n29",
      "date": "2025-03-04",
      "date_precision": "day",
      "title": "TSMC adds US$100 billion for three more fabs, two packaging plants and an R&D center: US$165 billion total",
      "summary": "Announced at the White House with President Trump, the expansion took TSMC's planned U.S. investment\nfrom US$65 billion to US$165 billion, covering three additional fabs, two advanced packaging facilities\nand a major R&D team center in Arizona.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "C.C. Wei",
        "Donald Trump"
      ],
      "parties": [
        "tsmc",
        "cc-wei",
        "donald-trump"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/3210",
          "outlet": "TSMC Newsroom",
          "published": "2025-03-04",
          "quote": "The expansion includes plans for three new fabrication plants, two advanced packaging facilities and a major R&D team center."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 28,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n28",
      "date": "2024-12",
      "date_precision": "month",
      "title": "First Arizona fab enters volume production on N4",
      "summary": "TSMC has said its first Arizona fab has been in volume production since late 2024, on the N4 process, a\nfew months ahead of the first-half-2025 target set in April 2024. TSMC gives the timing as late 2024 or\nthe fourth quarter; no exact date has been published.",
      "type": "launch",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/3210",
          "outlet": "TSMC Newsroom",
          "published": "2025-03-04",
          "quote": "The site has been in volume production since late 2024."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1168,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1168",
      "date": "2024-11-15",
      "date_precision": "day",
      "title": "Commerce says Arizona Fab 1 yields are on par with Taiwan",
      "summary": "The U.S. Department of Commerce said early production yields at TSMC’s first Arizona plant were on par with similar factories in Taiwan. The statement concerned early Fab 1 production yields.",
      "type": "report",
      "entities": [
        "U.S. Department of Commerce",
        "TSMC"
      ],
      "parties": [
        "us-department-of-commerce",
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://www.commerce.gov/news/press-releases/2024/11/biden-harris-administration-announces-chips-incentives-award-tsmc",
          "outlet": "U.S. Department of Commerce",
          "published": "2024-11-15",
          "quote": "Early production yields at the first TSMC plant in Arizona are on par with similar factories in Taiwan."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1167,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1167",
      "date": "2024-11-15",
      "date_precision": "day",
      "title": "Commerce finalizes up to US$6.6 billion CHIPS award for TSMC Arizona",
      "summary": "The U.S. Department of Commerce finalized a CHIPS Act award of up to US$6.6 billion in direct funding for TSMC Arizona. Commerce said the award supports TSMC’s planned investment of more than US$65 billion in three Phoenix fabs.",
      "type": "regulatory",
      "entities": [
        "U.S. Department of Commerce",
        "TSMC"
      ],
      "parties": [
        "us-department-of-commerce",
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://www.commerce.gov/news/press-releases/2024/11/biden-harris-administration-announces-chips-incentives-award-tsmc",
          "outlet": "U.S. Department of Commerce",
          "published": "2024-11-15",
          "quote": "The award will support the company’s planned investment of more than $65 billion in three greenfield leading-edge fabs in Phoenix, Arizona."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 36,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n36",
      "date": "2024-10-23",
      "date_precision": "day",
      "title": "Report says Phoenix fab yield exceeds comparable Taiwan fabs",
      "summary": "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.",
      "type": "report",
      "entities": [
        "TSMC",
        "Rick Cassidy",
        "Taiwan"
      ],
      "parties": [
        "tsmc",
        "rick-cassidy",
        "taiwan"
      ],
      "sources": [
        {
          "url": "https://news.bloomberglaw.com/mergers-and-acquisitions/tsmcs-arizona-chip-yields-surpass-taiwans-a-win-for-us-push",
          "outlet": "Bloomberg Law",
          "published": "2024-10-24",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1166,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1166",
      "date": "2024-08-13",
      "date_precision": "day",
      "title": "TSMC authorizes up to US$7.5 billion for TSMC Arizona",
      "summary": "TSMC’s board authorized a capital injection of up to US$7.5 billion into TSMC Arizona. The resolution identifies TSMC Arizona as a wholly owned TSMC subsidiary.",
      "type": "financial",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/3166",
          "outlet": "TSMC",
          "published": "2024-08-13",
          "quote": "Approved the capital injection of not more than US$7.5 billion to TSMC Arizona, a wholly-owned subsidiary of TSMC."
        }
      ]
    },
    {
      "timeline": "nvidia-datacenter-gpu-roadmap",
      "id": 5,
      "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n5",
      "date": "2024-08-05",
      "date_precision": "day",
      "title": "Blackwell shipments reported delayed to early 2025; Nvidia says production is on track",
      "summary": "Citing The Information, The Register reported that Nvidia had told Microsoft of delays to the most\nadvanced Blackwell parts, with volume shipments pushed to the first quarter of 2025 and TSMC's CoWoS\npackaging suspected as the cause. Nvidia's statement did not confirm a delay: it said sampling had started\nand production was on track to ramp in the second half.",
      "type": "report",
      "entities": [
        "Nvidia",
        "Microsoft",
        "TSMC",
        "The Information",
        "Blackwell"
      ],
      "parties": [
        "nvidia",
        "microsoft",
        "tsmc",
        "the-information",
        "blackwell"
      ],
      "sources": [
        {
          "url": "https://www.theregister.com/2024/08/05/nvidia_delays_blackwell_gpus_until/",
          "outlet": "The Register",
          "published": "2024-08-05",
          "quote": "As we've stated before, Hopper demand is very strong, broad Blackwell sampling has started, and production is on track to ramp in 2H. Beyond that, we don't comment on rumors."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 27,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n27",
      "date": "2024-04-08",
      "date_precision": "day",
      "title": "Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028",
      "summary": "TSMC Arizona and the U.S. Department of Commerce announced a preliminary agreement for up to US$6.6\nbillion in direct CHIPS Act funding. TSMC added a third Phoenix fab for 2nm or more advanced processes by\nthe end of the decade, taking the site to more than US$65 billion. The first fab was described as on track\nfor 4nm production in the first half of 2025, and the second fab was now to produce 2nm as well as 3nm,\nwith production beginning in 2028 rather than 2026.",
      "type": "regulatory",
      "entities": [
        "TSMC",
        "U.S. Department of Commerce"
      ],
      "parties": [
        "tsmc",
        "us-department-of-commerce"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/3122",
          "outlet": "TSMC Newsroom",
          "published": "2024-04-08",
          "quote": "The third fab will produce chips using 2nm or more advanced processes, with production beginning by the end of the decade."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 35,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n35",
      "date": "2024-04",
      "date_precision": "month",
      "title": "First Arizona fab enters N4 engineering-wafer production",
      "summary": "TSMC said its first Arizona fab entered engineering-wafer production in April using N4 process technology. The statement concerned engineering-wafer production.",
      "type": "other",
      "entities": [
        "TSMC",
        "C.C. Wei",
        "N4"
      ],
      "parties": [
        "tsmc",
        "cc-wei",
        "n4"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-04/34ff75e23e53246302ce3a8d90d0423c57c6b120/TSMC%201Q24%20Transcript.pdf",
          "outlet": "TSMC earnings-call transcript",
          "published": "2024-04-18",
          "quote": "We have made significant progress in our first fab, which has already entered engineering wafer production in April with the N4 process technology."
        }
      ]
    },
    {
      "timeline": "nvidia-datacenter-gpu-roadmap",
      "id": 3,
      "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n3",
      "date": "2024-03-18",
      "date_precision": "day",
      "title": "Blackwell platform announced at GTC 2024 with B200 and GB200",
      "summary": "Nvidia announced the Blackwell architecture in San Jose, listing the B200 Tensor Core GPU and the GB200\nGrace Blackwell Superchip, which pairs two B200 GPUs with a Grace CPU. The release claims up to 25x lower\ncost and energy for LLM inference compared with H100.",
      "type": "announcement",
      "entities": [
        "Nvidia",
        "Jensen Huang",
        "Blackwell",
        "TSMC"
      ],
      "parties": [
        "nvidia",
        "jensen-huang",
        "blackwell",
        "tsmc"
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      "sources": [
        {
          "url": "https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Blackwell-Platform-Arrives-to-Power-a-New-Era-of-Computing/default.aspx",
          "outlet": "Nvidia Investor Relations",
          "published": "2024-03-18",
          "quote": "Packed with 208 billion transistors, Blackwell-architecture GPUs are manufactured"
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1165,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1165",
      "date": "2024-02-06",
      "date_precision": "day",
      "title": "TSMC authorizes up to US$5 billion for TSMC Arizona",
      "summary": "TSMC’s board authorized a capital injection of up to US$5 billion into TSMC Arizona. TSMC Arizona is a wholly owned TSMC subsidiary.",
      "type": "financial",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/chinese/news/3104",
          "outlet": "TSMC",
          "published": "2024-02-06",
          "quote": "核准於不超過美金50億元之額度內增資本公司百分之百持股之子公司TSMC Arizona。"
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1164,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1164",
      "date": "2024-01-18",
      "date_precision": "day",
      "title": "TSMC puts Fab 2 production planning in 2027 or 2028",
      "summary": "TSMC said its current planning placed Fab 2 production in 2027 or 2028. It said the process-technology choice remained undecided.",
      "type": "delay",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/chinese/encrypt/files/encrypt_file/reports/2024-03/1979f7d585d258f1026b753e4b8a98a046bc81d3/TSMC%204Q23%20Transcript.pdf",
          "outlet": "TSMC earnings call",
          "published": "2024-01-18",
          "quote": "Yes, there will be a gap, at least current planning is '27 or '28, yes."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1163,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1163",
      "date": "2023-08-08",
      "date_precision": "day",
      "title": "TSMC authorizes up to US$4.5 billion for TSMC Arizona",
      "summary": "TSMC’s board authorized a capital injection of up to US$4.5 billion into TSMC Arizona. The resolution identifies TSMC Arizona as a wholly owned TSMC subsidiary.",
      "type": "financial",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/3047",
          "outlet": "TSMC",
          "published": "2023-08-08",
          "quote": "Approved the capital injection of not more than US$4.5 billion to TSMC Arizona, a wholly-owned subsidiary of TSMC."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 26,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n26",
      "date": "2023-07-20",
      "date_precision": "day",
      "title": "TSMC pushes Arizona N4 production out to 2025, citing a shortage of skilled workers",
      "summary": "On its second-quarter 2023 earnings call, TSMC chairman Mark Liu said the Arizona fab lacked enough\nworkers with the expertise needed to install equipment, and that N4 production would be pushed from\n2024 to 2025. TSMC said it was sending experienced technicians from Taiwan to train local staff.",
      "type": "delay",
      "entities": [
        "TSMC",
        "Mark Liu"
      ],
      "parties": [
        "tsmc",
        "mark-liu"
      ],
      "sources": [
        {
          "url": "https://www.theregister.com/2023/07/20/tsmc_arizona_fab/",
          "outlet": "The Register",
          "published": "2023-07-21",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 1162,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1162",
      "date": "2023-02-14",
      "date_precision": "day",
      "title": "TSMC authorizes up to US$3.5 billion for TSMC Arizona",
      "summary": "TSMC’s board authorized a capital injection of up to US$3.5 billion into TSMC Arizona. TSMC Arizona is a wholly owned TSMC subsidiary.",
      "type": "financial",
      "entities": [
        "TSMC"
      ],
      "parties": [
        "tsmc"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/3004",
          "outlet": "TSMC",
          "published": "2023-02-14",
          "quote": "Approved the capital injection of not more than US$3.5 billion to TSMC Arizona, a wholly-owned subsidiary of TSMC."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 34,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n34",
      "date": "2023-01-12",
      "date_precision": "day",
      "title": "TSMC says US fab construction costs can be four to five times Taiwan's",
      "summary": "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.",
      "type": "financial",
      "entities": [
        "TSMC",
        "Wendell Huang",
        "Arizona",
        "Taiwan"
      ],
      "parties": [
        "tsmc",
        "wendell-huang",
        "arizona",
        "taiwan"
      ],
      "sources": [
        {
          "url": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2023-01/84f1ef6f66c6c90b05d2e581066a01a8f1c4f410/TSMC%204Q22%20Transcript.pdf",
          "outlet": "TSMC earnings-call transcript",
          "published": "2023-01-12",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 25,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n25",
      "date": "2022-12-06",
      "date_precision": "day",
      "title": "Tool-in ceremony: first fab moves to N4, second fab announced for 3nm in 2026, US$40 billion total",
      "summary": "At the ceremony marking the arrival of manufacturing equipment, attended by President Biden, TSMC said\nthe first fab would begin N4 production in 2024 and that construction of a second fab had started, with\n3nm production scheduled for 2026. The two fabs together were put at about US$40 billion.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "Joe Biden",
        "Gina Raimondo"
      ],
      "parties": [
        "tsmc",
        "joe-biden",
        "gina-raimondo"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/2977",
          "outlet": "TSMC Newsroom",
          "published": "2022-12-06",
          "quote": "TSMC has also started the construction of a second fab which is scheduled to begin production of 3nm process technology in 2026"
        }
      ]
    },
    {
      "timeline": "nvidia-datacenter-gpu-roadmap",
      "id": 1,
      "url": "https://whatledto.com/events/nvidia-datacenter-gpu-roadmap#n1",
      "date": "2022-03-22",
      "date_precision": "day",
      "title": "Nvidia announces the Hopper architecture and H100 GPU at GTC 2022",
      "summary": "Nvidia introduced Hopper, the successor to Ampere, with the H100 as its first GPU. The press release\ncites 80 billion transistors on a TSMC 4N process and says the H100 will be available in the third quarter.",
      "type": "announcement",
      "entities": [
        "Nvidia",
        "TSMC",
        "Hopper"
      ],
      "parties": [
        "nvidia",
        "tsmc",
        "hopper"
      ],
      "sources": [
        {
          "url": "https://nvidianews.nvidia.com/news/nvidia-announces-hopper-architecture-the-next-generation-of-accelerated-computing",
          "outlet": "Nvidia Newsroom",
          "published": "2022-03-22",
          "quote": "NVIDIA H100 will be available starting in the third quarter."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 33,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n33",
      "date": "2021-06-01",
      "date_precision": "day",
      "title": "TSMC begins construction at its Arizona fab site",
      "summary": "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.",
      "type": "other",
      "entities": [
        "TSMC",
        "C.C. Wei",
        "Arizona"
      ],
      "parties": [
        "tsmc",
        "cc-wei",
        "arizona"
      ],
      "sources": [
        {
          "url": "https://finance.yahoo.com/news/tsmc-says-construction-started-arizona-180605060.html",
          "outlet": "Reuters",
          "published": "2021-06-02",
          "quote": "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."
        }
      ]
    },
    {
      "timeline": "tsmc-arizona-fabs",
      "id": 24,
      "url": "https://whatledto.com/events/tsmc-arizona-fabs#n24",
      "date": "2020-05-15",
      "date_precision": "day",
      "title": "TSMC announces a US$12 billion 5nm fab in Arizona",
      "summary": "TSMC said it intended to build and operate an advanced fab in the United States with support from the\nfederal government and the State of Arizona: 5-nanometer technology, 20,000 wafers a month, over 1,600\njobs, about US$12 billion of spending from 2021 to 2029, construction from 2021 and production in 2024.",
      "type": "announcement",
      "entities": [
        "TSMC",
        "State of Arizona"
      ],
      "parties": [
        "tsmc",
        "state-of-arizona"
      ],
      "sources": [
        {
          "url": "https://pr.tsmc.com/english/news/2033",
          "outlet": "TSMC Newsroom",
          "published": "2020-05-15",
          "quote": "Construction is planned to start in 2021 with production targeted to begin in 2024"
        }
      ]
    }
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