Sources: TSMC will make advanced 4nm chips when its ~$12B Arizona plant opens in 2024, an upgrade to prior 5nm claims, at the urging of Apple, AMD, and others (Bloomberg)

Wall Street Journal:
Sources: TSMC plans to announce a second chipmaking factory north of Phoenix, Arizona, in the coming months, investing roughly $12B and aiming to make 3nm chips  —  New facility would produce cutting edge 3-nanometer semiconductors  —  Taiwan Semiconductor Manufacturing Co. …

Debby Wu / Bloomberg:
Taiwan pledges to work closely with the US and other allies to implement “very firm” export controls and prevent China’s military from acquiring advanced chips  —  Taiwan pledged to work closely with the US and other allies to prevent China’s military from acquiring state-of-the-art technology …

Max A. Cherney / Protocol:
Nvidia and AMD say the US imposed export restrictions on chips used for AI applications to Russia and China, affecting chips like Nvidia’s A100 and AMD’s MI200  —  The U.S. has begun to impose fresh restrictions on exports of advanced chips necessary for AI-related applications to Russia and China …

Debby Wu / Bloomberg:
TSMC cuts its 2022 capital spending target by ~10%, expecting to spend ~$36B on equipment, down from a prior $40B+ estimate, suggesting a deeper tech downturn  —  Taiwan Semiconductor Manufacturing Co. slashed its 2022 capital spending target by roughly 10%, a dramatic sign of trouble …

Kif Leswing / CNBC:
Apple, AMD, and Nvidia have all indicated plans to buy chips from TSMC’s planned Arizona fabs  —  – Apple CEO Tim Cook spoke at an event in Arizona on Tuesday, ahead of remarks expected by President Joe Biden later in the day, where Cook confirmed Apple will buy chips built in the U.S.

Bloomberg:
Samsung unveils a roadmap for mass production of advanced chips, with its second-generation 3nm chips coming in 2024, 2nm chips in 2025, and 1.4nm chips in 2027  —  Samsung Electronics Co. announced an aggressive five-year plan to lure US chip buyers with more advanced technology …