TSMC’s Arizona Fab 2 Hits Volume
TSMC Phoenix Fab 2 is officially in volume production. First 4nm wafers shipped to Apple, AMD, Nvidia.
Running at ~80% of design capacity in first quarter of volume — remarkable ramp. Yields within 2 percentage points of equivalent Taiwan node, faster than analyst expectations.
Who is taking the wafers
Apple is the largest customer, anchoring economics. AMD using Phoenix capacity for select MI-series. Nvidia’s share smaller but growing.
The CFL read: first credible US-based leading-edge production at scale. Supply chain story for high-end GPUs and AI chips just got meaningfully more resilient.
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