Taiwan Semiconductor Manufacturing Company (TSMC) is poised to commence mass production of its 2nm process, marking a significant technological leap with the introduction of the Gate-All-Around (GAA) transistor technology. In this endeavor, TSMC plans to primarily source equipment from the United States, Japan, Europe, and South Korea, gradually phasing out certain domestic semiconductor equipment and materials, notably etching machines from Advanced Micro-Fabrication Equipment Inc. (AMEC). This strategic shift is reportedly influenced by the need to align with US policies, with the intention of eventually transitioning more aspects of the 2nm process to the US. In response, TSMC emphasized that its procurement strategy is grounded in risk management and the pursuit of a diversified supply chain.
