Michael Hartung

TSMC Completes Construction of Second Arizona Fab Ahead of Schedule Taiwan Semiconductor Manufacturing Co. (TSMC) has completed construction of its second chip fabrication plant in north Phoenix earlier than planned, according to CEO C.C. Wei during the company’s April 17 earnings call. The second fab is being expedited to support surging demand for AI-related chips and will use 3-nanometer process technology. While a specific production start date was not disclosed, TSMC had previously targeted 2028 for the facility’s launch. The timeline may now be significantly accelerated. Looking ahead, TSMC also plans to begin construction on a third Arizona fab later this year, pending permit approvals. This new facility will feature 2-nanometer and A16 process technologies, reflecting the company’s strategic push to maintain leading-edge capabilities in advanced semiconductor manufacturing. TSMC’s multi-fab Arizona investment is part of a broader trend among global chipmakers reshoring operations to meet geopolitical, economic, and technological shifts. How soon will TSMC ramp up U.S. volume production? And how will these fabs impact the domestic chip supply chain? Thanks again to KTAR FM for the full article with more background and insights click the source link in the comments below. #Semiconductors #TSMC #ChipsAct #AI #Arizona #ChipManufacturing #AdvancedNodes

123

5 Comments

April 14 (Reuters) - Intel (INTC.O), has agreed to sell a 51% stake in its Altera programmable chip business to buyout firm Silver Lake for $4.46 billion, in the first major move by new CEO Lip-Bu Tan to revive the struggling American chipmaker. Monday's deal values Altera at just $8.75 billion compared to the nearly $17 billion Intel paid in 2015, but the sale will provide the company much-needed cash after hefty bets on contract manufacturing by former CEO Pat Gelsinger strained its finances. Shedding assets, including Intel's stake in Altera, is at the center of Tan's strategy to streamline the chipmaker after predecessors failed to diversify beyond its mainstay PC and server chip business for years. The leadership missteps have left Intel struggling to gain a footing in the AI industry dominated by Nvidia, while rival AMD threatens its stronghold of the central processor market. "Today's announcement reflects our commitment to sharpening our focus, lowering our expense structure and strengthening our balance sheet," said Tan, who took the helm after Gelsinger's ouster in December. Intel shares were up 2.8% in afternoon trading. Since last year, Intel has taken steps to spin out Altera, which makes programmable chips that can be used for various purposes in industries ranging from telecom to the military. The deal is expected to close in the second half of 2025, after which Intel expects to deconsolidate Altera's financial results from its own. Raghib Hussain, a former executive at custom AI chipmaker Marvell (MRVL.O), will succeed Sandra Rivera as Altera CEO from May 5. #intel #altera #FPGA #Marvell

21

1 Comment