TSMC's Arizona has started to gather massive orders from the industry, as a new report claims that AMD's newest Ryzen 9000 series CPUs are in production in the facility.
TSMC's Arizona Facility Is Now Catering To NVIDIA, AMD & Apple For Their Chip Needs, Massively Upscaling Production
Well, the Taiwan giant's first facility in the US is not just a big achievement for the nation, but it is a huge boost for US companies which had to outsource their semiconductor needs from Taiwan. In a report by the prominent analyst Tim Culpan, TSMC's Arizona facility has already initiated production on orders from mainstream tech companies such as Apple, which shows interest in the facility, and now, it is claimed that AMD has also placed orders at the Arizona fab, notably for its "Granite Ridge" Ryzen 9000 series processors.
The report claims that TSMC has started production of the N4 process, and Apple has placed orders for its S9 SoC, which is featured in the newest Apple Watch Series 9 lineup. This means that the Cupertino giant has now entrusted the Taiwan giant with additional semiconductor orders, which is indeed progressive for the future of TSMC's US ambitions. The inclusion of AMD in TSMC's Arizona orders is certainly surprising, given how Team Red has its foundations built in Taiwan, so this move is likely to be sustainable in terms of chip procurement.
In terms of the on-ground update about TSMC Arizona, the report says that Phase 1A (P1A) has already been initiated, and the facility is witnessing a monthly 10,000 wafer output, which includes NVIDIA, Apple, AMD and many other customers. The next phase, P1B, is reported to face a "equipment shortage" roadblock, which is why it has been pushed ahead further into Q1 2025, but it is still on schedule, and hasn't been delayed yet.
TSMC is likely going to play a huge role in how the US semiconductor industry evolves in the future, and the influence of the Trump administration will too be vital here. TSMC had delayed its Arizona facility celebration back in December as well, and pushed the timeline ahead to Trump's inauguration, in order to welcome the President-Elect and form working relations. Despite Trump's controversial stance against TSMC, the Taiwan giant looks determined for a sustainable future with the new US administration.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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