But confirmed that Apple will become the largest customer of TSMC’s Arizona facility.
TSMC management has already made it clear that the cost of chip production in the United States will be at least one and a half times more expensive than in Taiwan, and the construction of enterprises will be five times more expensive. When CEO Tim Cook was asked at the Quarterly Reporting Conference how he views Apple’s price increase as a result of shifting component manufacturing to the US, he evaded a direct answer.
Image Source: Apple
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But he stressed for the second time that Apple will become TSMC’s largest customer in Arizona. Recall that by next year the production of 5-nm products at the enterprise under construction will be launched there, and by 2026 an enterprise for the production of 3-nm chips will be launched. Of course, by that time, Apple will certainly receive more advanced chips from TSMC’s Taiwanese enterprises, but in some part of the range of components it may also switch to American-made products. For her, this is not the first experience of “returning home”, she set up the assembly of Mac computers in Texas back in 2013, but rather for the sake of image benefits, and not for economic reasons.
