> none of the TSMC fabs in the US are cutting edge. They're all at least a generation behind.
TSMC Arizona is a "gigafab" built in phases. The 4nm fab is already built and in volume production of chips for Apple and Nvidia. The 3nm fab construction is complete, and the 2nm (current SOTA) is under construction slated to start chip production in 2028.
TSMC Arizona is a "gigafab" built in phases. The 4nm fab is already built and in volume production of chips for Apple and Nvidia. The 3nm fab construction is complete, and the 2nm (current SOTA) is under construction slated to start chip production in 2028.