TSMC Starts 4nm Production in Arizona, Reshaping AI Chip Supply Chain
TSMC's Arizona Fab 21 has begun volume production of 4nm (N4) chips, its first advanced fab in the US. With $40B investment and 50K wpm capacity, Apple, NVIDIA, and AMD are initial customers. A second fab targeting 3nm by 2028 signals a fundamental shift in global chip manufacturing ecosystem from Asia-centric to US-localized.
