
Apple is already testing the initial batch of processors produced for its devices by TSMC Arizona, reports Nikkei Asia. To begin with, the tests intend to compare the Arizona output to see if the quality is similar to chips produced in TSMC’s cutting-edge fabs in Taiwan. If the chip quality verification testing does not encounter any hiccups, the source says that the first batch of mass-produced chips from the Arizona fab is expected to arrive at iDevice makers as early as this quarter. If this is the case, Apple will likely be TSMC’s first American customer to use locally made chips. AMD and Nvidia will likely follow suit soon, as they’re also running wafer test production there.
The entry of locally produced chips in the American market is a big win for the United States’ push for silicon independence, especially as it massively relies on Taiwan for the majority of its most advanced chips. Taiwan is located in a high-risk location, with the belligerent CCP-controlled China having the island in its sights. The island is also prone to natural disasters, which can disrupt semiconductor production and result in supply crunch situations.