https://www.geeknetic.es/Noticia/36257/El-plan-Made-in-USA-de-TSMC-va-viento-en-popa-nuevos-terrenos-adquiridos-en-Arizona-y-chips-de-2nm-para-Apple-NVIDIA-y-AMD.html

TSMC, the world’s largest semiconductor manufacturer, has announced a drastic acceleration of its expansion plans in the United States. During the presentation of its quarterly results, the Taiwanese company confirmed that will acquire a second large piece of land in Arizona to expand its facilities and, most importantly, will bring its most advanced 2-nanometer chip manufacturing technology to American soil.

The decision responds to a demand that TSMC has described as “extraordinary” by its main American clients, which include giants such as Apple, NVIDIA and AMD. The rise of artificial intelligence is driving the need to make the most powerful and efficient chips. Therefore, these companies are pushing for production to take place in the United States.

2nm chips on American soil by 2026

TSMC’s plan is ambitious, but it will be executed quickly. The company plans to start chip production with its 2nm process in Arizona as early as the second half of 2026. This is in addition to current production of 4nm chips. In addition, the acquisition of new land will allow the company to carry out future expansions, with an eye on even more advanced nodes, such as 1.6 nanometers.

This move has enormous strategic implications. First, it significantly reduces the technological gap that existed between TSMC’s cutting-edge factories in Taiwan and its overseas operations. Secondly, it places TSMC in direct competition with Intel on its own territory, as both companies will fight to lead the manufacturing of latest generation chips in the United States.

With this announcement, TSMC demonstrates its full commitment to its approach to manufacturing in the United States, becoming a fundamental pillar for Trump’s strategy to reinforce its sovereignty in semiconductor production. Moving more advanced manufacturing to the west is a logical and necessary step for the firm, given that much of its revenue comes from North American technology titans.