“While we are working to improve the situation, including sending experienced technicians from Taiwan to train the local skilled workers for a short period of time, we expect the production schedule of N4 process technology [at TSMC's first Arizona fab] to be pushed out to 2025.”

TSMC pulled the schedule back in: its Arizona Fab 21 entered high-volume production on N4 in Q4 2024 — which TSMC's own 2024 annual report described as 'earlier than scheduled' — rather than slipping to 2025 as Liu forecast.