The US will have a 22% share of advanced node manufacturing by 2030, says TrendForce.

TSMC’s Arizona Phase 1 has just entered mass production, while Phase 2 and Phase 3 are still under construction, with mass production expected between 2026 and 2028.

The timeline for the three new fabs announced last weekend is not yet known.

 

In 2021Taiwan accounted for 71% of global advanced node capacity and 53% of mature node capacity.

By 2030, Taiwan’s advanced process share is expected to decline to 58%, while its mature process share will drop to 30% as the U.S. and China ramp up their semiconductor manufacturing capabilities.

For TSMC, increasing its US investments is a strategic necessity as U.S.-based clients represent the largest share of TSMC’s advanced node adoption.