Overview

• Intel and TSMC's semiconductor fabrication plants in Arizona are experiencing delays as key suppliers struggle with rising costs and labor shortages.
• Suppliers have paused or scaled back their construction plans, impacting the timeline for Intel and TSMC's chip production facilities.
• The cost of building a plant in Arizona is now several times higher than initially expected, prompting some suppliers to reconsider their expansion strategies.
• Intel and TSMC are among the primary beneficiaries of the CHIPS Act funding, aimed at subsidizing the construction of advanced semiconductor factories in the US.
• The delays in supplier construction projects may affect Intel and TSMC's production plans, with operational timelines potentially being pushed back.