TSMC produces semiconductors for companies like AMD, Nvidia, and Apple. However, the new plant in Arizona is already fully booked until 2030.
TSMC is one of the largest and most important semiconductor manufacturers in the world. Plant 4 of TSMC is located in the US state of Arizona and has a surprising problem: It is not only currently booked, but also fully reserved with orders until 2030.
Semiconductors play a significant role in the economy: Because the components are in every electronic device. Starting from refrigerators to your mobile phone and the graphics card in your gaming PC.
The Taiwan Economy Daily reports that major customers are already reserving capacities and products that have not even been produced yet.
Due to geopolitical reasons, the location in the USA is more in demand than ever
Why is the interest so high? This is mainly due to geopolitical reasons. TSMC continues to produce most of its semiconductors in Taiwan, but China repeatedly states that it wants to annex the island. For many companies that need semiconductors for their products, the plants in Taiwan thus pose a certain risk.
The alternative for many manufacturers is therefore the plant in Arizona, a safe US state. However, the capacities are already utilized and are also to be limited to a few exclusive customers: NVIDIA, AMD, and Apple (via wccftech.com).
TSMC has therefore been investing a lot of money in production lines in the USA for years. In total, the investments are expected to reach half a trillion dollars, and this also includes other suppliers like Foxconn and Quanta, who are also establishing their production sites in the USA.
Those who are currently looking to buy a gaming PC or upgrade their old machine have to dig deep into their pockets. Especially RAM, which used to be among the cheapest components, is currently absurdly expensive. And experts believe it will remain that way for a while: RAM is currently incredibly expensive, market researchers are sure: it will remain that way for a while
