TSMC to begin pilot program at its Arizona

[safar1980]

TSMC reportedly accelerating 1.4nm manufacturing process while Intel and Samsung rethink their roadmap
TSMC seems to have made a major breakthrough in its 1.4nm manufacturing process and could set up factories as early as next year. Mass production for these new chips is expected by the second half of 2028.
The semiconductor manufacturing race is advancing at a rapid pace and TSMC, being the biggest player, wants to extend its lead further. Despite that lack of widespread adoption of 2nm chips, it has been reported that TSMC is already fast tracking its 1.4nm manufacturing process. New factories focused on production of this new node could be set up as early as next year with mass production starting the following year.

[FP91G]

Nvidia set to supplant Apple as TSMC’s top customer, signaling chip industry’s ‘changing dynamic’
LInk
Nvidia will become TSMC’s largest customer this year, according to analyst estimates and Huang himself. Apple is believed to currently be TSMC’s largest customer.
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia’s growing importance amid the AI infrastructure buildout.
The shift also highlights TSMC’s role as the largest contract supply foundry in the world, providing chip manufacturing and related services to nearly every processor maker.

[OgNasty]

I’m very happy to call myself a TSMC shareholder. A truly great company. It is great to see them addressing their geographic liabilities as well. Their new plant in Arizona is even right next to an Amcor plant, to quickly package and ship products. Nvidia might get all the attention, but this is the company actually manufacturing the most advanced products in the world.

[safar1980]

It appears the chip tariff threat against TSMC has faded, as the Trump administration is considering exempting the Taiwan giant following significant US commitments.

TSMC Sees Exemptions Under an Upcoming Tariff Scheme, Allowing the Giant to Benefit Its Customers
Semiconductor tariffs have long been a concern for TSMC, especially since the company has faced demands to increase its commitments to American manufacturing or face tariffs of up to 100%. Given how important the Taiwan chip giant is to the global AI supply chain, a tariff wave would've disrupted operations, causing significant concern for hyperscalers and fabless customers. However, according to FT, TSMC is set to be part of an "exemption scheme", which means the company could not pick and choose customers to exempt from chip tariffs.