TSMC produces its first 4 nm chips in Arizona
2025-01-10 · Publisher : TSMC · Domain : Industry 4.0 & 5.0
In early January 2025, the US Commerce Secretary announces TSMC is making 4 nm chips in Arizona. The foundry then raises its US investment to $165bn (March 2025), then $265bn (July 2026).
What changes
- Around 10 January 2025, Gina Raimondo announces TSMC has been making 4 nm chips in Phoenix for a few weeks.
- She claims yield and quality "on par with Taiwan".
- On 4 March 2025, TSMC raises its planned US investment to $165bn (three more fabs, two advanced packaging sites).
- On 16 July 2026, the Commerce Department announces a further $100bn, $265bn in total.
### Background Around 10 January 2025 (approximate date: announcement reported by Reuters, production started "in recent weeks"), US Commerce Secretary **Gina Raimondo** reveals that **TSMC** is making **4 nm** chips at its **Phoenix**, Arizona, plant. It is the first leading-edge logic production on US soil. ### Key facts - Gina Raimondo: "For the first time ever in our country's history, we are making leading edge 4-nanometer chips on American soil", with yield and quality "on par with Taiwan". - $**6.6bn** CHIPS grant finalized in November 2024, plus up to $5bn in loans. - On 4 March 2025, TSMC announces an additional $100bn, **$165bn** in total: three new fabs, two advanced packaging facilities and an R&D center. - On 16 July 2026, the Commerce Department announces another $100bn, for a total of **$265bn**. ### Why it matters Advanced logic was concentrated in Taiwan, a major weak point for electronics, automotive and AI. Arizona becomes a second hub, which in turn attracts packaging, chemicals and equipment suppliers. For industry, this is a lasting geographic redistribution of the semiconductor supply chain. ### Takeaway From the first American 4 nm chip to a $265bn commitment in eighteen months: Arizona has become the main semiconductor reshoring site.
Links
Tags : Semi-conducteurs, Relocalisation, États-Unis, Usine, Chaîne d'approvisionnement