{
  "id": "E20",
  "lang": "en",
  "question": "Which process nodes are planned for TSMC Arizona and when will each fab start production?",
  "answer": "TSMC’s first Arizona fab began N4 volume production in Q4 2024; the second fab uses 3nm, with the latest earnings-call target of Q3 2027.[Source](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)[Latest schedule](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf)\nThe July 2025 call assigns N2/A16 to fabs three and four and more advanced technologies to fabs five and six.[Source](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)\nThe 2024 announcement targeted third-fab production by decade-end, while the July 2025 call discussed accelerating it and said later construction and ramp schedules depend on customer needs.[Original target](https://pr.tsmc.com/english/news/3122)[Update](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)\nThese dated documents do not give a revised precise third-fab start date or individual production dates for fabs four through six; plans are not completed production.[Source](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf)[Source](https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf)",
  "facts": [
    {
      "claim": "Arizona first fab",
      "value": "N4; volume production in Q4 2024",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "N4 process"
    },
    {
      "claim": "Arizona second fab process",
      "value": "3nm",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "3-nanometer"
    },
    {
      "claim": "Arizona second fab latest production target",
      "value": "Q3 2027",
      "as_of": "2026-10-15",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/eba4fac72873bf546b669bd2b5d973df5c93215d/TSMC%203Q26%20Transcript.pdf",
      "quote": "third quarter '27"
    },
    {
      "claim": "Arizona third and fourth fabs",
      "value": "2nm and A16 process technologies",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "A16 process technologies"
    },
    {
      "claim": "Arizona fifth and sixth fabs",
      "value": "More advanced technologies; exact nodes not stated",
      "as_of": "2025-07-17",
      "source": "https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2025-07/1f4f86c935f1de837672a6973154e64b26bdae57/TSMC%202Q25%20Transcript.pdf",
      "quote": "more advanced technologies"
    },
    {
      "claim": "Original third-fab target",
      "value": "By the end of the decade; later acceleration discussed without a precise replacement date",
      "as_of": "2024-04-08",
      "source": "https://pr.tsmc.com/english/news/3122",
      "quote": "by the end of the decade"
    }
  ],
  "not_disclosed": [
    "The dated sources do not give a precise revised third-fab production date or individual production dates for fabs four through six.",
    "Exact process nodes for fabs five and six are not stated; the original third-fab target is not a revised accelerated date."
  ],
  "related_companies": [
    {
      "name": "TSMC / 台積電",
      "ticker": "TWSE:2330"
    }
  ],
  "verified_at": "2026-10-22T08:45:49.322696+00:00"
}