https://arstechnica.com/tech-policy/2023/07/tsmc-delays-us-chip-fab-opening-says-us-talent-is-insufficient/ [arstechnica.com]
The Taiwan Semiconductor Manufacturing Company (TSMC) was supposed to have its first Arizona chip factory operational by late 2024 but now has confirmed significant delays. Primarily due to a shortage of technical workers with critical expertise in the US, TSMC projects to finish construction instead by 2025.
This is an "ominous delay," Bloomberg reported [bloomberg.com], and it comes right when investment in AI is booming.
[...]
At the end of last month, TSMC confirmed it would be sending more Taiwanese workers to the US to ensure a "fast ramp up" of its $40 billion fab in Arizona, Reuters reported [reuters.com]. A second Arizona fab is planned to be operational by 2026— the most advanced chip factory currently in production, Reuters reported—and, at least so far, it has not been confirmed whether the first fab's delay will result in any further delays on completing the second fab.