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There’s a lot of supply chain involved. For example in the pellicle (a special plastic coating that helps smooth variations in the photoresist layer). https://

There’s a lot of supply chain involved. For example in the pellicle (a special plastic coating that helps smooth variations in the photoresist layer). https://www.businesskorea.co.kr/news/articleView.html?idxno=71664 https://www.businesskorea.co.kr/news/articleView.html?idxno=... It’s one of the reasons intel never got the yields tsmc were getting with the same asml machines. They didn’t have the same supply chain (in fact their insistence on liquid pellicles or no pellicle hurt them a lot). Here’s a thought though. Is the Arizona fab just importing the supply chain from Taiwan? If so it’s not really helping high end silicon independence as much as you’d hope.

sircastor 2y ago
If enough usage picks up in this fab, the supply chain will build around it. The hard part (and TSMC has said this is an issue internally as well) is replicating the business in the US. The work ethic, job expectations, cultural taboos, etc are all different. If it turns out that TSMC can only do what they do where they do it because of a bunch of external factors, then no one is going to be putting their billion dollar business here. Especially if they can save a few million by doing it in Taiwan.