Timeline infographic of TSMC Arizona’s first wafer production and shipment to NVIDIA, AMD, and Apple in 2025.
Phoenix, AZ – The future of advanced semiconductor manufacturing in the United States is officially underway. TSMC’s state-of-the-art fabrication plant in Arizona has achieved a major milestone: shipping its first wafers to industry titans NVIDIA, AMD, and Apple. This pivotal moment solidifies the US’s push for a more resilient domestic chip supply chain.
This initial output from TSMC’s Arizona fab is a testament to years of planning and significant investment. It represents a new era where some of the world’s most critical chips will be “Made in the USA.”
Powering Next-Gen Technology from Arizona
The TSMC Arizona first wafers are already making their way to some of the biggest names in tech, powering their latest innovations:
- NVIDIA‘s AI Ambitions: Wafers for NVIDIA’s cutting-edge Blackwell AI chips are among the first produced. These will then head to Taiwan for advanced CoWoS packaging.
- AMD‘s Computing Prowess: AMD’s fifth-generation EPYC data center processors are also being manufactured. This boosts AMD’s capacity for high-performance computing. It aids cloud infrastructure and enterprise solutions.
- Apple‘s Core Processors: Apple is receiving processors for its devices. This includes their A16 series. Future Apple silicon, like upcoming 2nm chips, is also slated for Arizona production.
This initial wave primarily uses TSMC’s 4nm (N4 and N4P) process technology. The fab started volume production in early 2025. It is rapidly increasing its output. The goal is to meet robust demand.
The Strategic Impact of Domestic Chip Production
The successful delivery of TSMC Arizona first wafers carries profound strategic importance:
- Supply Chain Resilience: This move reduces global reliance on one region for advanced chip manufacturing. It creates a more robust and secure supply chain. This makes it less vulnerable to disruptions.
- Boosting US Manufacturing: This massive investment creates thousands of high-tech jobs. It establishes a vital hub for advanced chipmaking in the United States.
- National Security Imperative: Producing cutting-edge chips domestically is a key part of national security. It ensures US access to critical technology for defense, AI, and infrastructure.
- Meeting Surging Demand: Global demand for advanced semiconductors is surging. This includes chips for AI, high-performance computing, and mobile devices. Having fabs in multiple strategic locations helps TSMC meet this escalating need.
TSMC’s commitment to Arizona extends further. Future plans include a second fab for 3nm production by 2028. A third fab for 2nm/A16 technology is planned by the end of the decade. These ongoing investments highlight the long-term vision for a thriving US semiconductor industry.