TSMC’s Arizona Fab 2 Hits Volume
TSMC Phoenix Fab 2 is officially in volume production. First 4nm wafers shipped to Apple, AMD and 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 the economics. AMD is using Phoenix capacity for select MI-series. Nvidia’s share is smaller but growing.
The TFZ 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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