Back in June 2021 Patently Apple posted a report titled "TSMC confirms their first chip Plant in Arizona has begun Construction …" The report noted that TSMC's Chief Executive C.C. Wei said that the planned factory in Arizon remains on track to start volume production of chips using the company’s 5-nanometer production technology starting in 2024.
Today we're learning that during an internal company meeting in Germany last month, Apple CEO Tim Cook said that they'll be buying some of its chips from a factory in Arizona, reports Bloomberg News.
Apple currently sources all of its processors from factories in Taiwan. It designs its own chips and Taiwan Semiconductor Manufacturing Company manufactures the A-series and M-series processors that power iPhones and Mac computers.
If Apple were to buy processors manufactured in the U.S., it would represent a significant diversification in Apple’s supply chain away from Taiwan.
“We’ve already made a decision to be buying out of a plant in Arizona, and this plant in Arizona starts up in ’24, so we’ve got about two years ahead of us on that one, maybe a little less,” Cook said, according to Bloomberg.
While Intel will also have a new plant in Arizona, it's unlikely that Apple will shift away from TSMC, unless unforeseen political mayhem happens to breakout in Taiwan. Then again, why didn't Cook just confirm that it's TSMC?
On paper, TSMC's first plant in Arizona will begin with producing 5nm processors. That would only serve Apple's older device models.
Though news from Reuters this week claimed that TSMC is considering tripling the company's investment by building a $25 billion second factory capable of building 3 nm chips.