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Nikkei: TSMC Plant in Arizona May or May Not Be Late Firing Up

Image: Taiwan Semiconductor Manufacturing Co., Ltd.

Hope for the supply chain seems to be hitting snags in Arizona. iMore cites a Nikkei report that says TSMC is having trouble getting its semiconductor plant off the ground in the Grand Canyon State. 

Crazy right? iMore - based in the UK, cites Nikkei - based in Japan, to talk about a plant planned for the U.S., which I then rewrite and present from the bleepin’ moon. 

One day, maybe. A boy can dream.

Anyway, the problem in Arizona seems to be COVID-19 and the workforce, which could have been a great name for a band if not for… you know… COVID-19. “Complicated processes for obtaining the different types of licenses needed for construction” have also been a hindrance, according to the report. The piece says the hope had been to have the plant “ready to receive chip production hardware in September of 2022.” That’s looking more like spring of 2023, now. 

All of that said, sometimes it feels like Nikkei puts negative news under a magnifying glass. Not so much to get a closer look, but to make it look bigger than it actually is. That same iMore piece cites the same Nikkei piece, saying, “TSMC reportedly built a buffer into its timeframes and could still be able to begin production [on] schedule, despite recent delays.”

Man - Nikkei is like the DigiTimes of respectable sites. 

I will remind you, when it comes to the supply chain, eventually… ’s gonna be great™.

Counterpoint: iPhone Owned Half of U.S. Smartphone Market in 2021

Big, Bam, Beta!