TSMC's Fab 21 in Arizona is reportedly ramping up production, now manufacturing some of AMD's Ryzen 9000-series processors and components for Apple's S9 system-in-package (SiP), according to a report by journalist Tim Culpan, citing his sources.
Production Ramp-Up at Fab 21
If accurate, this means TSMC's Arizona facility is producing at least three different chips:
- Apple's A16 Bionic SoC (for iPhone 15/15 Plus)
- Components of Apple's S9 SiP (likely the application processor)
- One of AMD's Ryzen 9000-series CPUs (potentially "Granite Ridge")
"Grand Rapids" CPU: A Possible Misnomer?
The report mentions that TSMC is producing a CPU with codename "Grand Rapids" for AMD. This codename is unfamiliar, and it is speculated to be either a previously unknown chip being used for testing or a miscommunication, where "Grand Rapids" might be the familiar codename "Granite Ridge." It is thought AMD is using some kind of silicon to test the new TSMC Fab in Arizona.
Fab 21 Production Capacity
TSMC's Fab 21 Phase 1 is expected to begin operations in the first half of 2025, with Phase 1A currently running and producing chips. The facility has a current capacity of 10,000 wafer starts per month (WSPM), while Phase 1B is facing some tooling challenges, which could impact its expected capacity of 14,000 WSPM. TSMC is reportedly working on resolving these bottlenecks.
Staffing Challenges in Arizona
TSMC is actively seeking new staff for the Arizona fab. They have invited staff from Taiwan to relocate for positions in fab operations and equipment installation. This indicates ongoing staffing challenges despite local hires now outnumbering foreign hires. The company aims to prioritize local hires, but bringing in personnel from headquarters highlights the difficulties of staffing the new fab.
