Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (72772)	12/6/2025 4:05:58 AM
From: Joe NYC	Respond to of 73036

Interesting tidbit about TSMC Arizona. There was apparently an incident in September that caused about 1 week worth of wafers to be scrapped, wafers for Apple, NVidia and AMD. But there is an interesting tidbit, that TSMC Arizona Phase 1 is already at 20k wpm of anticipated full capacity of 30k wpm. So TSMC managed to reach 66% of capacity in about 9 months and Intel is anticipating taking 3 years to reach 100% capacity of 30k wpm We conducted a verify check on this claim. Arizona’s monthly wafer capacity is known to be 20K, roughly 660 wafers per day. If the incident required about one week to recover (its unlikely in Taiwan but plausible given the limited experience in the U.S.), then approximately 4,700… pic.twitter.com/cdIjvKdTWq — SemiAnalysis (@SemiAnalysis_) December 6, 2025