Comment by zrail

Comment by zrail 2 days ago

1 reply

That's not really true, afaict. This press release[1] states that Fab 21 (Arizona) phase 1 is 4nm, which is not the best but clearly is enough to manufacture the A16, phase 2 opening in 2026 will be 3nm, and phase 3 will be 2nm or better. I'm not a semiconductor engineer so maybe there's some process nuance that I don't know, but it certainly seems that this is at or near the top of TSMC's process list.

[1]: https://pr.tsmc.com/english/news/2977

talldayo 2 days ago

Those are decently advanced nodes, but if 3nm isn't coming until 2026 then this is absolutely a last-gen fab. For reference, Samsung is considered a "last-gen/trailing gen" fab, and they'll be shipping 2nm in 2026 on their roadmap.

Taiwan's TSMC will have a process and sampling edge for the foreseeable future, unless they change the roadmap.