Knocking Down the Bone Pile: Revamp Your Components with BGA Reballing
Global Sourcing Spotlight: Balancing Speed and Flexibility Without Sacrificing Control
SMT Perspectives & Prospects: Artificial Intelligence Part 6: Data Module 1
TSMC Fast-Tracks Advanced Chip Technology at Arizona Plant Amid Rising AI Demand
October 27, 2025 | I-Connect007 Editorial TeamEstimated reading time: 1 minute
TSMC said earlier this month that it’s speeding up the rollout of its most advanced chip technology in the US because of rising AI product demand and Intel’s growing competition, The Register reported.
The company currently produces 4-nanometer (N4) chips for Apple and Nvidia at its first Arizona facility, Fab 21, which began volume production earlier this year. Its second fab, originally slated to produce 3-nanometer (N3) chips in 2028, may now see an upgrade to even more advanced technology.
"We are preparing to upgrade our technologies faster ... to more advanced process technologies in Arizona, given the strong AI-related demand from our customers," TSMC CEO C.C. Wei said during the company’s third-quarter earnings call in mid-October.
Wei didn’t say if the expedited plan means skipping N3 to go directly to 2-nanometer (N2) or A16. However, this move would mark a significant change for TSMC, which has usually kept its most advanced manufacturing in Taiwan.
The decision comes as American chip makers, including Apple, Nvidia, and AMD, push to produce more components domestically, especially as potential tariffs on imported electronics and growing geopolitical concerns have further spurred demand for U.S.-made chips.
Intel may also be pushing for TSMC to meet its deadlines. The rival chip maker’s forthcoming 2-nanometer-class “18A” process, which features backside power delivery to boost transistor density, is already being manufactured in the U.S. The technology will power Intel’s upcoming Panther Lake and Clearwater Forest processors.
TSMC’s faster timeline suggests a plan to stay ahead in the global AI chip race, as Intel’s foundry division pursues big clients and highlights its US-based production.
Share on:
Testimonial
"We’re proud to call I-Connect007 a trusted partner. Their innovative approach and industry insight made our podcast collaboration a success by connecting us with the right audience and delivering real results."
Julia McCaffrey - NCAB GroupSuggested Items
American Standard Circuits Launches 50th 77-Second Webinar
10/27/2025 | American Standard CircuitsAnaya Vardya, President and CEO of American Standard Circuits/ASC Sunstone Circuits is pleased to announce that they have recently unveiled their 50th 77-second webinar.
Sensors: The Invisible Force Behind Modern Convenience and Safety
10/24/2025 | Sanjeev Mane, Brooks AutomationSensors and sensor technology are fundamental components of modern life that drive innovation across various electronics and devices. From smartphones to industrial machinery, these small but powerful tools enable seamless interaction with the environment, ensuring efficiency and safety. This article serves as an introduction and overview of sensor technology, highlighting its significance in modern applications and its growing importance in the market as we embrace smarter, more connected systems.
FCT Leverages Flex Design and Total Build Solutions to Drive Innovation
10/22/2025 | Marcy LaRont, PCB007 MagazineWhat’s hot in flexible circuits right now? At PCB West, I spoke with Ben Savage, business development manager at Flexible Circuit Technologies (FCT), about their flex design services and end-markets where FCT sees the most flex activity. We also discussed the company’s focus on providing supply chain resiliency, as well as the constant search for new flex engineers. If you’re looking for a new opportunity in flexible circuits, FCT is hiring.
Five Ways to Revolutionize EMS Sales With AI
10/22/2025 | Nolan Johnson, SMT007 MagazineIf you’ve been in the EMS game for any length of time, you know the sales cycle can be a challenge to navigate. It’s complex, technical, and often a marathon, not a sprint. With OEMs demanding faster turnarounds, tighter margins, and bulletproof supply chains, the pressure is on for EMS providers to stand out in a crowded field.
Marcy’s Musings: The Legislative Outlook—Helping or Hurting?
10/20/2025 | Marcy LaRont -- Column: Marcy's MusingsJust before we were ready to publish our October issue of PCB007 Magazine, some breaking news from the White House, unfortunately (but perfectly) parlayed into why the topic of this month’s issue has been so important to cover in great depth.