According to the latest report, equipment supplier news has come out that TSMC’s Arizona factory will begin to enter equipment in the first quarter of next year.
The main target is the N5P (upgraded version 5nm) and N4 (4nm) process, which is expected to be in the first half of 2024. Mass production, the monthly production capacity of the first stage is about 20,000 pieces.
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Although due to labor shortages and cost issues, there has been news recently that TSMC’s US factory equipment will be stationed in the United States, and it will be postponed from the fourth quarter of this year to the first quarter of next year. Overall, there is no delay.
Moreover, the industry pointed out that TSMC’s N5 process has been mass-produced for two years. Compared with the N5 process, the N5P process has a 5% increase in performance and a 10% reduction in power consumption.
Furthermore, the N4 is another upgraded version of the N5, which further improves performance, power consumption, and density. The introduction of these two major processes can better meet customer needs.
