TSMC Arizona will be in 3nm mass production as early as the 2nd half of 2027 in the phase 2 (P2) plant, while the P3 and P4 timelines have been moved up, media report, noting US plant construction now takes 4-5 quarters, from 6 previously due to the construction learning curve and better familiarity with US regulations. P1 took 3-years, while next phases may take 1.5-2 years as they approach Taiwan’s speed/efficiency levels. 1/2 $Taiwan Semiconductor(TSM.US) #Arizona #semiconductors #semiconductor

Source: Dan Nystedt