TSMC’s Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn’t Even Been Built Yet

TSMC Arizona Fab 4 is fully booked despite a production timeline for the end of the decade, taiwan Economic Daily report.

Fabless customers are reserving capacity that has not yet been built report cites demand from fabless customers.

TSMC Arizona Fab 4 is expected to scale up to 2nm or the A16 process report statement.

Major US manufacturers Apple, NVIDIA, AMD, and Qualcomm are increasing demand for backup production in other locations article summary.

TSMC is expanding overseas plants including in the United States company plans reported in sources.