Story perspectives
TSMC Ditches Chinese Gear for 2nm Chip Production
8/26/2025
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Story summary
- TSMC is eliminating Chinese-made equipment from its 2nm production lines to adhere to U.S. restrictions.
- Mass production of 2nm chips is set to start later this year in Taiwan, with an expansion in Arizona.
- The U.S. Department of Commerce has revised its position on equity stakes for CHIPS Act subsidies.
- TSMC's Arizona facility earned $150.1 million in the first half of 2025, fueled by AI demand.
