supply-chain research house
立場別 · 1 論調 本号全体
TrendForce · Taiwan · TSMC accelerates Arizona as N2 ramps and capex blows past $165B
Reports the four US TSMC fabs are fully booked and the second Arizona fab is accelerating, 3Q26 tool install, 2027 3nm production. Reads demand as the driver: customers are pre-committing US capacity at advanced nodes, pulling the timeline forward despite higher US build costs.
“TSMC's four US fabs are said to be fully booked; the second Arizona fab pulls 3nm tool-install into 3Q26.”