The news: TSMC is skipping to the next generation of high-performance processors to be built in its Arizona plant at the request of Apple, Nvidia, and AMD, per Bloomberg.
Why it’s worth watching: We recently reported that TSMC planned to start producing 5nm chips and later transition to 3nm processors. That has changed thanks to requests to produce more-advanced 4nm chips starting in 2024.
What this means for TSMC: The chipmaker can accelerate innovation and essentially skip a generation of 5nm chips, transitioning from 4nm to 3nm production in half the time.
What this means for Apple, Nvidia, and AMD: These companies can secure future production of chips necessary for their various devices. This level of control will help Apple and others transition away from China.
What this means for the Biden administration: The news is a big win for proponents of the Chips and Science Act and could entice more manufacturers to participate in incentives, while they last.
This article originally appeared in Insider Intelligence's Connectivity & Tech Briefing—a daily recap of top stories reshaping the technology industry. Subscribe to have more hard-hitting takeaways delivered to your inbox daily.
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