TSMC’s Arizona location is starting to attract large orders from the industry, with new reports that AMD’s latest Ryzen 9000 series CPUs are being produced at the facility.
TSMC’s Arizona factory is currently meeting the chip needs of NVIDIA, AMD, and Apple, and has significantly expanded production.
The Taiwanese giant’s first facility in the United States is not only a major accomplishment for the nation, but also a major boost for American companies that have had to outsource their semiconductor needs from Taiwan. According to a report by prominent analyst Tim Culpan, TSMC’s Arizona factory has begun production on orders from mainstream technology companies such as Apple, which has already expressed interest in the facility, and is currently producing AMD. It also features “Granite Ridge” Ryzen 9000 series processors, which are also claimed to have been ordered from the Arizona factory.
The report claims that TSMC has started production of the N4 process and that Apple has ordered the S9 SoC that will power the latest Apple Watch Series 9 lineup. This means the Cupertino giant has outsourced additional semiconductor orders to the Taiwanese giant, which is certainly progressive for the future of TSMC’s US ambitions. The inclusion of AMD in TSMC’s Arizona order is certainly surprising given that Team Red has a foothold in Taiwan, and the move could be sustainable from a chip sourcing perspective. is high.
Regarding the latest on-the-ground information regarding TSMC Arizona, the report states that Phase 1A (P1A) has already begun and the facility will witness production of 10,000 wafers per month, with customers including NVIDIA, Apple, AMD, and many others. states that they are doing so. The next stage, P1B, is reported to be facing “insufficient equipment” obstacles and has therefore been pushed back further to Q1 2025, but is on schedule and not yet delayed.
TSMC will play a major role in how the U.S. semiconductor industry evolves in the future, and the Trump administration’s influence will be crucial here as well. TSMC also postponed a celebration at its Arizona facility in December, moving the schedule up to President Trump’s inauguration in order to welcome the president-elect and build cooperation. Despite President Trump’s controversial attitude towards TSMC, Taiwan’s leading companies appear determined to have a sustainable future with the new US administration.
