Apple’s chipmaker aggressively building out U.S. foundries

From AppleInsider’s “Five more TSMC chip plants planned in U.S. expansion” posted Tuesday:

Apple chip partner TSMC is considering expanding its existing plans to open up a chip foundry in Arizona, with the Taiwanese firm apparently planning to open up to a further five more locations in the state.

TSMC has been working to build a $12 billion chip factory in Arizona, one that was originally announced in May 2020 and that the company has been busy raising funds to construct. However, it may not be the only project TSMC is planning to build in the United States.

According to three sources of Reuters, TSMC is looking into potentially adding another five facilities in Arizona alongside the existing project in Phoenix.

One source claims the increase in facilities is a response by the U.S. government request, though didn’t go into details. “Internally, TSMC is planning to build up to six fabs,” said the source.

In April, TSMC took part in a White House virtual summit alongside other tech executives and chip producers, one that aimed to find ways to ease the global semiconductor shortage. The Biden administration aims to spend tens of billions of dollars to raise the level of domestic chip production, which TSMC may also be eligible to receive.

My take: Want to bet Apple is putting some of its own money into those foundries?


  1. Roger Schutte said:
    TSM’s going to hit the ground running…100 of 250 hires for the Arizona fab are now in Taiwan for 12-18 months of training. (from Phoenix newspaper 4/28/21.)

    May 5, 2021
  2. Gregg Thurman said:
    But, but, you gotta put “Intel Inside”

    May 5, 2021
  3. Fred Stein said:

    Glad I bought some TSM, (as a result of following Apple.

    Taiwans’s current drought impacts their ability to run their factories right now. Plus Taiwan as earthquakes. China mainland represents some threat (I have no competence on the last point).

    May 5, 2021
  4. John Konopka said:
    Where are they going to get the water for those fabs? Arizona is quite dry.

    May 5, 2021
  5. Steven Philips said:
    Even if Arizona is a good location, given “politics” (as a general concept) I’d subscribe to a “don’t put all your eggs into one basket” philosophy. I think I’d pick at least two or three different states. Oregon? Even if AZ is promising a bunch of tax breaks. We know how that can turn out!

    May 5, 2021

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