TSMC Arizona completes first chip batch for Apple, AMD, NVIDIA

TSMC Arizona has reportedly finished its first run of chips made in the USA for Apple, AMD, and NVIDIA, marking a major milestone for the semiconductor giant, and the USA.

In a new report from Ctee picked up by insider Dan Nystedt on X, TSMC reportedly pushed out its first run of chips for the three US-based companies, with NVIDIA’s new Blackwell AI GPUs made in Arizona being sent back to Taiwan for advanced packaging.

Apple’s new A20 series processors for the iPhone 18 Pro and iPhone 18 Pro Max smartphones will be made on TSMC’s 2nm process with WMCM (Wafer-Level Multi-Chip Module) advanced packaging at its AP7 plant in Chiayi, Taiwan. WMCM capacity at the AP7 plant is expected to reach 50,000 wafers per month by the end of 2026.

TSMC’s new Arizona manufacturing plant has a bunch of large orders, including Apple’s new A16 series processors, AMD’s new EPYC processors, and NVIDIA’s new B-series AI GPUs with the first batch pumping over 20,000 wafers. TSMC has a new $100 billion capital expenditure with plans to build two additional advanced packaging plants in the United States, but it will take some time until they’re up and running. TweakTown