TSMC achieves production yields at new Arizona facility on par with Taiwan plants
Taiwan Semiconductor Manufacturing Co. (TSMC) has achieved production yields at its Arizona facility on par with established plants in Taiwan, an early indicator that its marquee American project is on track to achieve its targets.
The Taiwanese chipmaker’s yield rate in trial production at its first advanced US plant is similar to comparable facilities in the southern Taiwanese city of Tainan, according to a person familiar with the company, who asked not to be identified discussing private corporate matters. TSMC had said it started engineering wafer production in April with advanced 4-nanometer process technology.
Yield rate, or how many usable chips a company can produce during a single manufacturing process, is a key factor that impacts profitability… TSMC said in an email that its Arizona project is “proceeding as planned with good progression,” without commenting on the yield.
The go-to chipmaker for Apple Inc. and Nvidia Corp. originally planned to have its first Arizona plant start full production in 2024, but pushed back the target to 2025 due to a lack of skilled workers.
MacDailyNews Take: As we wrote back in November 2022:
Reducing the concentration of advanced semiconductor fabrication in TSMC’s homeland of Taiwan, which is constantly under the threat of CCP-controlled China, spreading advanced chip fabs to other countries, thereby reducing risk and eliminating potential supply bottlenecks, is an absolute necessity.
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