TSMC hurrying to bring advanced chip tech to Arizona fab

TSMC is accelerating the rollout of advanced process nodes at its Arizona fabs to meet growing demand for American-made AI products.

The Taiwanese foundry giant currently produces chips based on its older N4 (4-nanometer) process technology at its Fab 21 site in Arizona, which began volume production earlier this year, making chips for Apple and Nvidia.

TSMC's next fab, the second of six planned for its Arizona manufacturing campus, will bring its N3 node to the US in 2028. Across the Pacific, TSMC is preparing to ramp production of its N2 node, but it wasn't expected to find its way into the foundry operator's US fabs until the end of the decade.

Now, its plans have apparently changed. During TSMC's Q3 earnings call this week, CEO C.C. Wei revealed the company would accelerate this timeline.

"We are preparing to upgrade our technologies faster ... to more ...