Core Insights - TSMC has released a video showcasing the internal operations of its new factory in Arizona, highlighting it as North America's most advanced wafer manufacturing facility [1] - The video features the expensive ASML Twinscan NXE extreme ultraviolet (EUV) lithography equipment, which is crucial for producing complex circuits in high-end processors like NVIDIA's Blackwell B300 [1] - The factory, named Fab 21, is gradually enhancing its chip manufacturing capabilities for 4nm and 5nm processes [1] Group 1 - The video reveals a path through a cleanroom illuminated with yellow lighting to prevent unintended exposure of lithography machines [1] - TSMC's automated logistics system, referred to as the "silver highway," consists of an overhead hoist transfer (OHT) system that efficiently utilizes vertical space in the factory [2] - The OHT system allows for high-efficiency logistics operations, crucial for maintaining process timing in a high-capacity manufacturing environment [1][2] Group 2 - In 2021, TSMC disclosed that the OHT system could travel a distance equivalent to circling the Earth 20 times in a single day, illustrating its extensive operational capacity [2] - The number of OHT systems has significantly increased with the production launch of new factories in the US and Japan [2]
台积电美国新厂揭密 川流不息“银色高速公路”曝光