In significant quantities.
According to Reuters, at a ceremony held yesterday in Arizona on the occasion of the start of the installation of technological equipment in the buildings of the first TSMC plant in the United States, representatives of the company’s largest customers had the opportunity to speak. Taiwanese manufacturer Mark Liu, chairman of the board of directors, said that by 2026, TSMC’s two facilities in Arizona will be able to produce more than 600,000 silicon wafers annually, providing the company itself with revenue of $10 billion, and its customers with all $40 billion a year.
Image Source: Reuters
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Apple CEO Tim Cook immediately announced that the company would become TSMC’s largest customer in the US, and Lisa Su succinctly explained that AMD will also buy products from both TSMC Arizona plants in decent quantities. If we take into account that the first will start producing 4nm products in a couple of years, and the second will master the production of 3nm chips by 2026, then AMD has a chance to gradually gain access to the pipeline of both enterprises. NVIDIA got off with general phrases about its readiness to use all existing TSMC enterprises as a major client of the company.