➀ TSMC is advancing the production start date for its second Arizona fab, Fab 21, by at least two quarters; the original plan was set for 2028.
➁ Fab 21 is being equipped for a 3nm process, with modules for 2nm and 1.6nm processes to begin construction this year, with production expected in 2029.
➂ TSMC CEO CC Wei states that the expansion will create an independent leading-edge semiconductor manufacturing cluster in the U.S., contributing to a more comprehensive supply chain ecosystem.