Arizona

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    Delays in TSMC’s Arizona plant spark supply chain worries

    Delays at TSMC’s Arizona plant could compel its customers to rely on Taiwan-based facilities, leaving them vulnerable to geopolitical risks tied to Taiwan’s dominance in semiconductor production. “This situation could also delay the rollout of next-generation products in the US market, affecting timelines for AI, gaming, and high-performance computing innovations,” Rawat said. “Moreover, without access to local, advanced chips, US…

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    Apple, Amkor, and TSMC ‘neath the Arizona Skies – Computerworld

    CoWoS could also hold interesting opportunities for Apple, as it’s an advanced chip packaging tech that can efficiently link graphics processors, memory, and CPU together. There may be some implications as Apple is expected to move to 2nm chips (made by TSMC, designed by Apple’s silicon teams, and based on Arm reference designs) in 2025.  TSMC Chairman and CEO C.C.…

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