TSMC announced a major milestone as its Arizona Fab 21 reached full volume production for 4nm and 5nm nodes, achieving an impressive 92% yield, which is critical for key clients like Apple and Nvidia amid high AI chip demand.
- The successful U.S. production mitigates geopolitical risk associated with Taiwan and prepares the facility for the arrival of 3nm equipment in 2027.
- The stock reacted positively to the news, closing at $298.80 for a +0.62% gain.
- Strong supply chain management was highlighted through awards given to key suppliers, Canon and Advantest.