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A comment on Intel doesn't know how to be a foundry," Tim Cook reportedly told TSMC's CEO. Parent comment

Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by duskwuff on Wednesday January 29, 2025 @01:59PM (#42869482)
I wouldn't count on that. It's going to be some time before the Arizona plant is fully operational, and it's not a substitute for the production capacity in Taiwan. It's also very possible that TSMC will pause or halt production in the US if they're targeted by trade sanctions.
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Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by patmorgan23 on Wednesday January 29, 2025 @02:27PM (#42869896)
The TSMC Arizona plant is already operational they started production of TSMC 4nm process node this month, and will be ramping up volume over the next few months.

https://www.reuters.com/technology/tsmc-begins-producing-4-n...

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Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by GeekyBear on Wednesday January 29, 2025 @02:44PM (#42870129)
TSMC is also looking to add a chip packaging plant in Arizona.

https://pr.tsmc.com/english/news/3174

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Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by TSUTiger on Wednesday January 29, 2025 @03:24PM (#42870672)
Amkor will also be near
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Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by duskwuff on Wednesday January 29, 2025 @02:56PM (#42870284)
Even so, the ramp-up to full capacity is going to take a while - and even at full capacity it's not going to be a replacement for the facilities in Taiwan.
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Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by jandrese on Wednesday January 29, 2025 @03:24PM (#42870676)
They don't have to replace all of the Taiwanese manufacturing, just the chips that are US bound. There are plenty of customers in other countries that need TSMC chips.
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