New Delhi [India], January 16 (ANI): Taiwan Semiconductor Manufacturing Co. (TSMC) moved ahead the mass manufacturing schedule for its second wafer fab in Arizona to the second half of 2027. According to a report by Focus Taiwan, Chairman & CEO C.C. Wei introduced the adjustment from the beforehand deliberate 2028 timeline throughout an investor convention on Thursday. Wei acknowledged the choice to speed up the schedule adopted sturdy demand from American purchasers who urged the corporate to hasten manufacturing.
The chairman confirmed that building of a 3rd fab in Arizona already began, with tools set up scheduled to start later this 12 months. The firm is presently making use of for a allow to construct a fourth fab and a sophisticated IC meeting plant. TSMC is investing USD 100 billion to assemble three extra fabs, two IC meeting vegetation, and a analysis and growth middle.
Regarding enlargement flexibility, Wei famous that TSMC acquired a big parcel of land in Arizona. He stated the corporate goals to construct the Arizona advanced right into a ‘megafab cluster’ to fulfill demand for chips utilized in smartphones, synthetic intelligence purposes, and high-performance computing units.
While addressing stories of additional commitments linked to potential tariff reductions, Wei didn’t reply straight however emphasised the pliability supplied by the brand new land acquisition.
The firm’s worldwide enlargement features a facility in Kumamoto, Japan, the place the primary fab began mass manufacturing on the finish of 2024. Wei stated building of a second Japanese fab started, although the schedule for industrial manufacturing depends upon shopper wants and market circumstances. Similarly, building in Dresden, Germany, proceeded properly, with mass manufacturing timelines additionally contingent on market demand.
In Taiwan, TSMC continued constructing a number of fabs in Hsinchu and Kaohsiung utilizing the superior 2-nanometer course of. Mass manufacturing of the 2nm course of began within the fourth quarter of final 12 months, and Wei stated that ‘resulting from sturdy demand, manufacturing will speed up this 12 months.’
Chief Financial Officer Wendell Huang famous that because the 2nm course of ramps up, depreciation prices are anticipated to rise and ‘have an effect on TSMC’s gross margin by 2-3 proportion factors this 12 months.’
‘While TSMC continues to put money into Taiwan, Wei stated he has issues over whether or not the facility provide will meet the wants of the corporate’s enlargement. In response, the Ministry of Economic Affairs stated there was ‘no want to fret about energy provide within the nation,’ citing its personal era and demand projections for 2032, with out offering supporting figures,’ the report stated. (ANI)