[News] TSMC Could Begin 2nm Chip Production in the U.S. No Earlier than 2028

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The U.S. government’s efforts to boost domestic semiconductor manufacturing continue to gain momentum. According to a report from TechNews, information submitted by TSMC to the U.S. Department of Commerce reveals that the 2nm process is expected to begin production in the U.S. as early as 2028.

TSMC’s plan to produce its 2nm process in the U.S. has attracted significant attention. Addressing this development, the report highlights statements from Wu Cheng-Wen, minister of Taiwan’s National Science and Technology Council, who recently noted that the timeline for TSMC to bring 2nm technology to the U.S. is likely to fall in 2028, and it could be delayed to 2029 or 2030.

In response to concerns about the potential hollowing out of Taiwan’s semiconductor industry due to the overseas expansion of key manufacturers, Wu emphasizes that such concerns are unfounded, as the report notes.

According to the report, Wu explained that TSMC only considers relocating a node after mass production is established and highlighted that research for next-generation processes has already begun in Taiwan.

Wu also reiterated that both the National Science and Technology Council and the Ministry of Economic Affairs are aligned in their stance: Taiwan will retain the most advanced manufacturing processes and research centers. However, the report notes that TSMC has not officially commented on these statements.

On November 15, the U.S. Department of Commerce finalized the CHIPS Act award for TSMC, granting up to USD 6.6 billion in direct funding. This award will support the company’s planned investment in Arizona, and the funds will be disbursed gradually.

According to the press release from TSMC, Arizona’s first fab is on track to begin production using 4nm technology in the first half of 2025. The second fab will produce the world’s most advanced 2nm process technology with next-generation nanosheet transistors in addition to the previously announced 3nm technology, with production beginning in 2028.

The press release further states that the third fab will produce chips using 2nm or more advanced processes, with production beginning by the end of the decade.

Read more

• [News] Asia’s Chip Giants Diverge in Progress on U.S. CHIPS Act, as TSMC Reportedly to Secure Funding Soon
• [News] TSMC’s First Plant in Arizona Achieves Early Chip Production Yields Higher than Taiwan’s

(Photo credit: TSMC)