Following the report on Tuesday, Taiwan Semiconductor Manufacturing Company (TSM, Financial) will start supplying semiconductors to Apple (AAPL, Financial) in Q1 2025, and it will stay set to begin using the semiconductors manufactured at the Arizona fab. Those processors are being quality verified in the batch of initial processors to be sure they’re providing the same quality as TSMC’s highest-end chips coming out of Taiwan, Nikkei Asia said. Apple’s first major customer for the fab is expected to begin mass production as early as Q1 2025 if testing does not experience any setbacks.
It is a big step forward for the United States on its journey toward semiconductor independence by cutting reliance on Taiwan a region susceptible to geopolitical tensions with Beijing and natural disaster risks. The Arizona fab is a key move to strengthen U.S. semiconductor supply chains as competition in the industry heats up globally.
The Arizona facility has led the transition, but other tech giants, such as AMD (AMD, Financial) and Nvidia (NVDA, Financial), are doing test production there, indicating a possible use of locally produced chips. For now, chips manufactured in Arizona are being shipped back to Amkor in Taiwan for packaging until a new facility in Peoria, Arizona, is complete.
LCY Chemical, a supplier now aligned close to an Arizona fab, which had its deployment delayed by about a year due to logistical challenges, is one of those. However, the project highlights the U.S. semiconductor industry’s new tide of reshoring critical manufacturing capabilities despite these hurdles.
This article first appeared on GuruFocus.
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Publish date : 2025-01-14 02:13:00
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