On April 21, TSMC's factory in the United States lost more than 3.2 billion yuan in one year, but it still did not change their goal of building a factory here.
TSMC announced its latest 2024 annual report. Although the first wafer factory in Arizona has begun mass production, due to the time gap between mass production and shipment revenue recognition, the subsidiary TSMC Arizona Corporation's losses expanded last year, from NT$10.925 billion in 2023 to NT$14.298 billion in 2024 (about NT$3.2 billion+).
TSMC's Arizona factory has received support from at least five major customers, including Apple, Nvidia, AMD, Broadcom and Qualcomm. The industry expects that with the continuous mass production of customers, plus the second and third wafer factories behind, the future production capacity of the Arizona factory will reach economic scale and reduce the loss.
According to TSMC, the first wafer fab in Arizona began production with 4nm process technology in the fourth quarter of last year. The second wafer fab has completed the construction of the plant and is currently installing the plant system facilities, including clean room (CR) and electromechanical engineering. It is expected that the wafer fab will adopt 3nm process technology.
TSMC expects that the third wafer fab in Arizona will use 2nm or more advanced process technology for chip production, and will meet strong customer demand by producing the most advanced semiconductor process technology in the United States.