Taiwan Semiconductor Manufacturing Co., a titan in the computer chip industry, may push back the production kickoff of its second Arizona factory into 2027 or 2028, straying from an earlier timeline that set 2026 as the start date, ABC15 Arizona in Phoenix reported. TSMC’s decision is pegged to fluctuating consumer demand and potential incentives from the U.S. government, TSMC Chairman Mark Liu revealed in an earnings call on January 18 following their fourth-quarter financial report.
The reassessment comes as Phoenix soars to the top in the construction of build-to-rent communities nationwide, boasting over 8,000 units in progress, driven by heightened mortgage interest rates and an appetite for rental alternatives that mimic the single-home experience, Northmarq disclosed in a study on January 17, information gleaned from the Phoenix Business Journal.
While the first Arizona fab, targeting a 2025 launch, stays on track to churn out 4-nanometer chips for tech giant Apple, the second fab's fate hangs in balance, facing a strategic pivot that could shift its initial operational plans by up to two years, Liu confirmed, "We are well on track for volume production of N4, or 4-nanometer process technology, in first half of 2025," he assured stakeholders.
In the shadow of TSMC's growing footprint, Scottsdale's Empire Group grabs headlines with the Village at Bronco Trail—their grandest build-to-rent project to date, conveniently neighboring TSMC's plant, this labyrinth of luxe rentables is set to open its doors in early 2025, a stone's throw from when TSMC’s first chips are expected to roll off the production line, real estate and financial moves in lockstep though apparently unaffected by the chipmaker’s shifting gears.
