TSMC ($Taiwan Semiconductor(TSM.US) ) recently released a new video from its Arizona factory, showcasing the EUV lithography machines produced by $ASML(ASML.US) printing the next generation of chips.

This new factory, located in northern Phoenix, is one of the most advanced semiconductor fabs in the U.S., equipped with ASML machines worth up to $250 million each, containing over 100,000 parts and more than two kilometers of cables, designed for 2nm and more advanced processes.

The Arizona factory has already begun trial production, with mass production expected to start in the coming months.

Investment opportunities related to semiconductor manufacturing reshoring👇

TSMC ($Taiwan Semiconductor(TSM.US) ) is showcasing construction progress at its Arizona site.
$ASML(ASML.US) provides EUV lithography equipment.
Amkor Technology (AMKR) is strategically positioned near the region.
NVIDIA ($NVIDIA(NVDA.US) ) is collaborating on the production of Blackwell chips.
Intel ($Intel(INTC.US) ) will be one of the key beneficiaries of the U.S. supply chain buildout.
Micron ($Micron Tech(MU.US) ) is responsible for the material composition of high-bandwidth memory ($Hudbay Minerals(HBM.US) ).

As production scales up and costs decline, future beneficiaries include:

GPU & ASIC sector: $AMD(AMD.US) , $Broadcom(AVGO.US) , $Marvell Tech(MRVL.US) 

Hyperscalers: $Amazon(AMZN.US) , $Microsoft(MSFT.US) , $Alphabet(GOOGL.US) , $Oracle(ORCL.US) 

Neocloud infrastructure: $Nebius(NBIS.US) , $Coreweave(CRWV.US) 

With the Arizona factory already mass-producing 4nm chips and planning to move to 3nm and 2nm nodes, the U.S. is gradually regaining leadership in chip manufacturing, forming a new industrial cluster centered around $Taiwan Semiconductor(TSM.US) , $ASML(ASML.US) , $Intel(INTC.US) , and $Micron Tech(MU.US) .

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