According to Taiwan media reports, TSMC's Arizona plant will delay mass production from 2024 to 2025。There are divergent views on the reasons for the lagging progress of plant construction in the United States.。According to professional analysts, union resistance in the U.S. is only one of the problems, as well as other reasons such as increased costs and a lack of experience in fab building audits by local government regulators.。Earlier, Yang Yingchao, chairman of Cokland Capital, had said that TSMC's biggest problem was that its employees were not acclimatized, and that TSMC treated Phoenix as a Hsinchu industrial park, but that Phoenix's employees were not on the move, and that the overtime culture made Americans unaccustomed.。

On the 28th, TSMC recently released a blueprint for product planning to enter the 1nm process at the 2023 IEEE International Electronic Components Conference.。More than 1 trillion transistors are expected to be available in 3D packages by 2030, and the company is developing chips containing 200 billion transistors in monolithic architecture.。In order to achieve this goal, the company reiterated that it is working on the development of 2nm-class N2 and N2P production nodes, 1.4nm-class A14 and 1nm-class A10 manufacturing processes, expected to be completed by 2030。

Recently, TSMC founder Zhang Zhongmou publicly stated that it is almost impossible for the U.S. semiconductor industry to be independent.。Zhang Zhongmou said that it is simply impossible for the United States to re-establish capacity (scale) like TSMC, at least not in the short term.。Talking about the U.S. Chip Act, Chang said that the amount of investment that attracted TSMC to set up plants in the U.S. was $52 billion, of which $39 billion was subsidized by the U.S. government, but that was the total amount of subsidies for many years.。While TSMC invests an average of $30 billion a year, or more, "can this be interpreted as a relatively small amount of investment in the United States?"。Zhang Zhongmou said that whether it is the U.S. Chip Act or other bills, "I think it is quite wasteful."。"If the United States thinks it can get into the world's most sophisticated chipmaking market by spending money, it's naive."。He said that semiconductor chip manufacturing is extremely complex, requires a lot of labor, and pay attention to the quality of assembly。"Zhang Zhongmou said。