It is rumored that Apple and Nvidia will become the first customers of TSMC's US factory, and the other two are also in negotiation

TSMC's Arizona fab will start producing the world's most advanced chips as early as the end of next year, with Apple and Nvidia set to be two of its first customers.

According to the Nikkei Asian Review, Apple will be the most important first-wave customer when the factory starts production, with Nvidia likely to follow. In addition, AMD and Xilinx are also negotiating.

TSMC initially planned to produce 20,000 wafers a month in Arizona, but now aims to double that capacity and produce more advanced chips there, the sources said.

It is reported that TSMC's Arizona factory in the United States is expected to hold the first batch of machine equipment arrival ceremony on December 6. At that time, TSMC will invite guests including customers, suppliers, academic circles and government representatives to celebrate the arrival of the first batch of machine equipment to the factory. important milestone. According to news in early November, TSMC has sent 300 employees on charter flights to the United States, and there will be another 6 charter flights in the next few months to send a total of more than 1,000 engineers and their families to the United States.

TSMC pointed out that with the arrival of machinery and equipment, it means that the factory building has been partially completed, and it will be ready to move in the first batch of cutting-edge equipment for semiconductor manufacturing. The 5nm factory in Arizona started construction about 18 months ago, and the construction progress is as expected. Mass production will start in 2024, with a monthly production capacity of 20,000 pieces.