According to reports,$Taiwan Semiconductor Manufacturing (TSM.US)$After the full operation of the Arizona fab in the United States$Apple (AAPL.US)$和$NVIDIA (NVDA.US)$Will be two of the first batch of customers. Apple Inc will be one of the first customers when the plant starts production in 2024, and NVIDIA Corp is likely to follow suit, according to people familiar with the matter. It is understood that Taiwan Semiconductor Manufacturing Co Ltd originally planned to produce 20, 000 wafers a month in Arizona, but now his goal is to double production capacity and produce more advanced chips there.

It is reported that the construction of the factory is three to six months behind schedule. This is Taiwan Semiconductor Manufacturing Co Ltd's first factory in the United States in 20 years. The plant is expected to produce 5nm chips for many advanced applications, including artificial intelligence.

In addition, Taiwan Semiconductor Manufacturing Co Ltd's Arizona factory is expected to hold the first batch of machine equipment arrival ceremony on December 6, when Taiwan Semiconductor Manufacturing Co Ltd will invite guests, including customers, suppliers, academia and government representatives, to celebrate the important milestone of the first batch of machines and equipment arriving at the factory.

According to news in early November, Taiwan Semiconductor Manufacturing Co Ltd has put 300 employees on charter flights to the United States, and there will be six more in the coming months, sending a total of more than 1,000 engineers and their families to the United States.

Taiwan Semiconductor Manufacturing Co Ltd pointed out that with the arrival of machinery and equipment, it means that the plant has been partially completed, and preparations will be made for the relocation of the first batch of cutting-edge equipment used in semiconductor manufacturing. Construction of the Arizona 5 Nano Plant began about 18 months ago and is scheduled to begin mass production in 2024 with a monthly production capacity of 20,000 pieces.

It is understood that Taiwan Semiconductor Manufacturing Co Ltd is the world's largest semiconductor contract manufacturing enterprise, producing chips for many customers, including not only Apple Inc and NVIDIA Corp, but also AMD, Qualcomm Inc (QCOM.US) and so on.

Last month, Tim, CEO of Apple Inc. Tim Cook told an internal conference in Germany that the tech giant was preparing to buy chips from "a factory in Arizona". The plant is expected to start production in 2024. According to reports, Cook also said that Apple Inc may also buy more European-made chips.

All this is to reduce dependence on Asian chip manufacturing. In recent years, Asia has been plagued by the COVID-19 epidemic and transportation disruptions. Apple Inc has been trying to reshape its supply chain, with dozens of parts suppliers adding production facilities in the US in fiscal 2021, according to the company's supplier list released in October.