Dan Nystedt(@dnystedt):TSMC Arizona’s 2nm fab may arrive as much as four-quarters earlier than expected, media report, amid speedy progress on the chip giant’s 3rd fab (P3) in Phoenix. The 2nd fab is also ahead of schedule, with equipment set to be installed in the 2nd half of 2026 (now), and mass production expected in the 2nd half of 2027. $TSM $NVDA $AAPL $AMD $GOOGL $AMZN #semiconductors #Arizona

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

Joined June 2009

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Dan Nystedt@dnystedt

2026.08.17 00:35

TSMC Arizona’s 2nm fab may arrive as much as four-quarters earlier than expected, media report, amid speedy progress on the chip giant’s 3rd fab (P3) in Phoenix. The 2nd fab is also ahead of schedule, with equipment set to be installed in the 2nd half of 2026 (now), and mass production expected in the 2nd half of 2027. $TSM $NVDA $AAPL $AMD $GOOGL $AMZN #semiconductors# #Arizona#