Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
… Expansion beyond Taiwan Outside of Taiwan, TSMC continues to broaden its geographic footprint. In Arizona, Fab 21 phase 1 is already producing chips using N4 technology with capacity increasing by 1.8X this year alone , while Fab 21 phase 2 is on track to start N3 production in Q3 2027. …