Reports say TSMC's U.S. factory is more like a cosmetic project: it costs $40 billion but does not have a supporting packaging plant

News from this site on September 12, according to The Information, TSMC’s factory in Arizona, USA, under the strong promotion of President Biden, the entire construction scale has reached 40 billion U.S. dollars (Note from this site: currently about 294.4 billion yuan RMB), But in fact, the factory is more like a face-saving project and has little help to the US chip manufacturing industry.

This site quoted the media report that after interviewing multiple TSMC engineers and former Apple employees, they all said that although the Arizona factory produces many products for customers such as Apple, Nvidia, AMD and Tesla, Advanced chips, but packaging still needs to be transferred to Taiwan, China.

It is reported that TSMC has no plans to build a packaging factory in Arizona or elsewhere in the United States. The employees interviewed said that the cost of such projects in the United States is very high.

TSMC held a machine entry ceremony at their new factory in Arizona, USA. This is their first cooperation with Apple chips. Apple CEO Tim Cook was present in person to help out, while Intel CEO Gelsinger congratulated the collaboration on Twitter

图SourceCook tweet

Industry analyst Ben Thompson wrote on his Stratechery blog: “Simply put, even if TSMC’s new factory can start mass production in 2024, it will still It is two years behind 4nm process production. And if the factory plans to produce 5nm process, it will actually be 4 years behind."

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