
TSMC, the world’s leading manufacturer of advanced semiconductor chips, is reportedly adjusting its plans to start producing 3nm chips in the USA. Originally intended for 2028, production may now begin as early as 2027 to counteract tariffs supposedly threatened by the Trump administration.
The acceleration is in response to increased tariff risks that could make importing components, such as graphics processing units (GPUs), considerably costlier. According to reports, TSMC has plans to quickly set up its second chip fabrication plant in Arizona, aiming to commence chip production by 2027, a year earlier than originally planned.
If this timeline holds, TSMC will begin integrating equipment next year, allowing it to sidestep projected tariffs on chips imported from Taiwan. The original facility in Arizona is already operational and producing chips based on a 5nm architecture. This updated schedule could potentially mitigate the costs associated with next-gen GPUs.
With significant advancements in technology expected, both Nvidia and AMD are anticipated to switch to 3nm architecture for their upcoming products, aligning with this new TSMC schedule.