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TSMC Fab 21, Phoenix
Phoenix (Arizona), United States33.69°N 112.14°W
computed criticality14/100
reading
N4 volume production since late 2024; ≈2–3% of TSMC's advanced capacity
2025Fault line
The first real geographic redundancy for the advanced node outside Taiwan, but a partial one: wafers made in Arizona mostly return to Taiwan for CoWoS packaging, for lack of local capacity before Amkor ramps up in Peoria. Diversifying the front-end without the back-end shifts the risk, it does not remove it.
Actors
TSMC Arizona (Phoenix)
Amkor (Peoria, AZ, under construction)
Depends on 2
300 mm wafers, Shin-Etsu & SUMCOSilicon · Critical anchor↗ASML, VeldhovenSilicon · Critical anchor↗Feeds 2
CoWoS advanced packaging, TSMC TainanCompute↗Amkor, Peoria, ArizonaCompute↗Sources
TSMC / trade press, 2024-2025 ↗estimate